<\/p>\n
Few congressional portfolios attract as much scrutiny as Nancy Pelosi’s.\u00a0<\/p>\n
Her husband, Paul Pelosi, who executes the family’s trades, has previously disclosed bets on Microsoft and Alphabet that outpaced the S&P 500.\u00a0<\/p>\n
His latest moves may draw even more attention.\u00a0<\/p>\n
Investing.com reports that Pelosi purchased call options on both Intel (INTC) and Uber (UBER) on May 29, 2026, with a combined disclosed value of up to $6 million.<\/p>\n
What the stock act filing shows<\/p>\n
The Stop Trading on Congressional Knowledge (STOCK) Act requires members of Congress to disclose financial transactions within 45 days.\u00a0<\/p>\n
Pelosi’s filing, signed June 23, came 25 days after the May 29 transaction date.\u00a0<\/p>\n
According to a TradingView article, both are classified as new purchases, not amendments to prior holdings.<\/p>\n
The two positions are structured identically:<\/p>\n
Intel (INTC): 200 call contracts, $50 strike, disclosed value of $1 million to $5 million, expiring March 19, 2027.Uber (UBER): 200 call contracts, $50 strike, disclosed value of $500,001 to $1 million, expiring March 19, 2027.<\/p>\n
A new disclosure reveals Pelosi is betting on Intel and Uber gains through early 2027, using call options that expire in March of that year.<\/p>\n
MicroStockHub / Getty Images<\/p>\n
Why call options instead of shares?<\/p>\n
Each contract covers 100 shares, giving exposure to 20,000 shares per stock at a fixed price of $50.\u00a0<\/p>\n
If either stock drops below $50 before March 2027, losses are strictly limited to the premium paid.\u00a0<\/p>\n
If both remain above $50, the options track the shares directly without the huge upfront cost of buying the stock.<\/p>\n
It is a capital-efficient way to take a large, high-conviction bet.\u00a0<\/p>\n
The trader pays a smaller premium to control a larger number of shares, amplifying the gain if the stock climbs and capping the loss at that premium if it doesn’t.<\/p>\n
Intel hits 26-year high on policy and growth\u00a0<\/p>\n
According to Yahoo Finance, Intel stock has skyrocketed over 260% this year and roughly 500% over the past 12 months.<\/p>\n
TheStreet detailed Intel’s 26-year stock record in 2026.\u00a0<\/p>\n
This massive run was driven by a first-quarter earnings blowout, a manufacturing deal with Apple, and Elon Musk’s Austin Terafab’s decision to choose Intel’s advanced chips.<\/p>\n
Related: Uber cuts jobs while chasing major new markets<\/p>\n
The U.S. government holds approximately a 10% stake in Intel, and the Trump administration’s push for domestic chip manufacturing gives it a policy advantage over competitors.\u00a0<\/p>\n
Bank of America double-upgraded Intel from Underperform to Buy on June 11.\u00a0<\/p>\n
On June 23, they raised their price target from $135 to $160, pointing to a 2030 server CPU market projected to top $2.7 trillion.<\/p>\n
With Intel near $134 at disclosure and the strike at $50, the position carries approximately $84 of in-the-money value per share.<\/p>\n
Uber: the chart doesn’t tell the full story\u00a0<\/p>\n
Despite Uber’s stock dropping 10% this year and 19% over the past 12 months, according to the company’s stock data page on Yahoo Finance, its financials are strong.<\/p>\n
In the first quarter of 2026, Uber delivered an earnings blowout with EPS surging 44% year-over-year to $0.72 while its Uber One loyalty membership topped 50 million users.<\/p>\n
Wall Street analysts expect this momentum to continue, projecting that Uber’s annual earnings will more than double from $3.30 in 2026 to $6.87 by 2030.<\/p>\n
More Tech Stocks:<\/p>\n
Cathie Wood buys $9.6 million of megacap tech stockBank of America resets Marvell stock price targetBiotech stock sends Wall Street a surprising signal<\/p>\n
High-profile backing supports this bullish outlook; Bill Ackman’s Pershing Square Capital Management holds Uber as one of its top three positions.<\/p>\n
For the Pelosi trade, with Uber trading around $74 at disclosure, the contracts already secure a highly lucrative $24 of in-the-money value per share above their $50 strike price.<\/p>\n
Uber vs. Intel vs. S&P 500: a performance comparison\u00a0<\/p>\n
The stark difference between these two trades highlights a calculated strategy:<\/p>\n
Intel (INTC): up more than 260% year-to-date, outpacing the S&P 500 by more than 250 percentage points.Uber (UBER): down roughly 10% year-to-date, trailing the market by nearly 18 percentage points.S&P 500: up approximately 8% year-to-date.\u00a0<\/p>\n
Pelosi is placing nearly identical structural bets on two stocks sitting at opposite ends of the performance spectrum.<\/p>\n
In plain terms, her strategy is to win two different ways with the same bullish call.\u00a0<\/p>\n
The Intel bet backs a stock that is already winning and wagers that the run will continue. While the Uber play does the opposite, betting that a beaten-down stock is going to recover.\u00a0<\/p>\n
This shows that Pelosi sees Uber as undervalued while some other traders avoid it.<\/p>\n
What still needs to hold<\/p>\n
For Intel, the CFO’s message at a Bank of America technology conference in June made clear that demand is not the constraint. Supply is.\u00a0<\/p>\n
The 18A manufacturing node ramp and the Apple chip production schedule are key milestones to track through the rest of 2026.<\/p>\n
For Uber, the CEO has positioned autonomous vehicle partnerships as the next phase of growth, with more than 30 AV operators now on the platform.\u00a0<\/p>\n
The key test is whether those partnerships convert into measurable bookings growth before March 2027.<\/p>\n
Both contracts have nine months to run. These are not short-term calls. They are position bets on two companies that are expected to hold well above $50.<\/p>\n
The takeaway\u00a0<\/p>\n
The Pelosi disclosures do not tell investors what to buy. They show where a closely watched portfolio is placing serious capital across two very different risk profiles.\u00a0<\/p>\n
Intel is the larger, safer bet because its current stock price is already sitting far above the locked-in $50 purchase price.\u00a0<\/p>\n
It is also backed heavily by booming AI chip demand and a government push for domestic manufacturing.<\/p>\n
Uber is a different kind of bet.\u00a0<\/p>\n
Its business is fundamentally healthy, but the stock market has not yet rewarded the company with a higher share price.\u00a0<\/p>\n
Watch Intel’s second-quarter earnings and Uber’s autonomous vehicle booking numbers as the clearest near-term indicators on whether these calls stay well above their strike.<\/p>\n
Related: Intel\u2019s stock split history (& prospects) explained<\/p>\n
#Nancy #Pelosi #places #big #bets #surging #tech #stocks<\/p>\n","protected":false},"excerpt":{"rendered":"
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