Just noticed Nancy Pelosi filed her latest stock moves for early 2026, and honestly the pattern is pretty clear if you've been following her portfolio. She and her husband Paul keep doubling down on the same bet: AI and big tech.

Looking at what she picked up in January—Alphabet, Amazon, Nvidia, plus some AI-focused plays like Tempus AI—it's basically the same playbook they've been running. They mostly use call options to get into these positions, which tells you they're pretty confident about the direction. Over the past year from when they bought those options to exercising them, Alphabet was up 74.6%, Nvidia up 41.4%, even Tempus AI jumped 121%. Compare that to the S&P 500's 20.3% and you get why people pay attention to what she's buying.

Paul Pelosi actually handles most of their investing—he runs an investment firm in San Francisco, so proximity to Silicon Valley probably doesn't hurt. The couple's net worth sits around $275 million, and a lot of that came from nailing these tech stock picks over the years. They also grabbed some shares in Vistra, a power company, which makes sense when you think about AI data centers needing massive amounts of electricity.

The interesting part? They threw in AllianceBernstein too, which is totally different from their usual tech focus. That one didn't involve call options and feels more like a diversification move. But yeah, if you're trying to understand what stocks Nancy Pelosi is actually buying these days, the main theme is still "all in on AI growth." Whether that's because of inside information or just good market sense, their track record speaks for itself.