Nancy Pelosi’s $BE Bet Is Getting Attention

Michael Esther
08-25

Three years ago, Nancy Pelosi reportedly bought 50 $NVIDIA(NVDA)$ calls at the $120 strike with one year to expiry, eventually making $4M+.

Now, around 45 days ago, she reportedly bought 15,000 shares of $Bloom Energy Corp(BE)$ along with $5M in $BE call options, with an average stock price of around $181.

🎯 Possible $BE Call Setups

If you're looking for longer-dated exposure:

🔥 June 2028 $400 Calls
Around $65 — the preferred setup for maximum time value and more room for the thesis to play out.

💰 June 2027 $400 Calls
Around $30 — cheaper, but with less time for the move to develop.

⚡ February 2027 $500 Calls
Under $10 — much more aggressive and significantly further out of the money.

For the February 2027 expiry, I’d favor the $300 strike over $500 because the higher delta provides better participation if $BE moves higher.

⚠️ Risk matters here. The $500 calls are highly speculative because they are far out of the money with limited time to expiry. A move in the underlying stock does not guarantee a comparable move in the option, and options can expire worthless.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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