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Breaking: Nancy Pelosi just filed up to ~13.5M worth of new stock trades Including buying up to $12M of Bloom Energy $BE Major Buys Include: • Bought 15,000 shares of Bloom Energy $BE • Bought 10,000 shares of Intel $INTC She bought new call options: • Bought up to $5M of $BE leaps • Bought up to $500K of $INTC leaps

Nancy Pelosi stays silent when Fox News Digital presses her on two major issues - her husband's hit-and-run charge and her vote to cut billions in aid to America's ally. The former speaker of the House didn't say a word when asked about Paul Pelosi's formal misdemeanor hit-and-run charge and her recent vote to cut aid to Israel. Over 100 Democrats voted to slash $3.3 billion in funds for Israel as the anti-Israel coalition in the party continues to grow.

6月25日 Updates 1、市场复盘和MU 财报 昨天在1040做多了一些 $MU ，止损是1000。一觉醒来，止损打掉了，价格也上去了。 整体说一下行情，从我的角度来看，沃什并不是一个背负加息使命的美联储主席，市场给到的加息预期之类的信息在中短期内都是虚的。还是像我之前说的，市场的下跌更多是流动性抽离和技术性去杠杆的走法。所以我在这波快速下跌中，基本上没动仓位，有些甚至还加仓了一些。而且存储超级周期是确定性事件，所以我在昨天赌了一下财报，但是止损没设置好，也确定性地错过了这次18%+的涨幅。这次 MU 财报相当于重新提振了市场的信心。 在这种信心反弹中，我认为液冷（我说好几次了）依然是一个非常值得去做的概念。从更细的数据出发：英伟达已经开始主推液冷。液冷已经从可选配置变成强制 BOM。而GB300 NVL72 单柜水冷现在的价格是49860美元，下一代将再次涨价17%，至55710美元。而在液冷这个赛道，Vertiv 领跑，GB200 CDU 首批占比70%+。而 VRT 的优势是它不只是液冷零件商，而是电力 + 冷却 + 机柜级基础设施的系统供应商。Vertiv 自己也公开说过，它和 NVIDIA 共同开发了 GB200 NVL72 的完整 power and cooling blueprint，支持最高 132kW per rack。（国内英伟达的液冷供应链也可以看看） 这也为我继续持有 $VRT 打了一记强心针。 SpaceX 同样在昨天的下跌中保持了一定的价格强度。依旧维持昨天的观点，它的供需关系正在发生转变。 2、国家战略 昨天的消息：Nancy Pelosi just disclosed two new trades: $INTC calls — up to $5,000,000; $UBER calls — up to $1,000,000.Both with a $50 strike price, expiring March 2027. 做股票除了做房间中的大象外，就是找国家（包括中美）扶持和深度参与的公司。做 $IBM 和 $CCJ 都是这个倾向。国内的话，今天把剑桥换成了深科技。一是深科技深度参与了长鑫的封测服务供应，二是深科技是央企系上市公司。（当然，也是追高） 而 $IBM 今天盘前大涨是因为这条消息：$IBM unveiled research-stage sub-1nm chip technology using a 0.7nm “nanostack” 3D transistor design. IBM says it could pack nearly 100B transistors on a fingernail-sized chip and deliver up to 50% more performance or 70% better efficiency vs. its 2nm node. 虽然不是因为量子涨的😂哈哈哈。但我买入它的原因也不是虚无缥缈的量子计算——这个落地要花很长的时间。主要还是国家的扶持，做出亚纳米的芯片，市场预期又被抬起来了。不过这个需要5年的时间落地，短期价格还是事件催化。

The Queen is back 👑 Nancy Pelosi just disclosed two new trades: $INTC calls — up to $5,000,000 $UBER calls — up to $1,000,000 Both with a $50 strike price, expiring March 2027. She's been quiet since January, but not anymore.

BREAKING: Elon Musk calls out Ro Khanna as his household wealth reportedly grew from roughly $27–46 million to an estimated $232.7 million. • 631 million total trade volume across 38,666 trades since entering Congress, most prolific Democratic trader in House history. • 2022 investigation found 15% overlap between his legislative work and family stock holdings • Ro Khanna’s AI-focused trades returned +112.1% excess over the S&P 500 from January 2024 through April 2026, far beating Nancy Pelosi’s +38.5% outperformance. • 143% return on Nvidia shares bought via wife’s trust in Feb 2024, right before CHIPS Act helped double the stock Ro 'the Robber' Khanna seems to be the most active insider trader in Congress.

This AI just exposed the BIGGEST legal insider trading operation in America. A platform called GovGreed built a seven-layer machine learning system that cross-references every stock trade disclosed by every sitting politician against the bills their committees control, the campaign donations they receive, and the companies their votes directly impact. It scored all 540 politicians currently in Congress. And the numbers are crazy: 56% of every stock purchase made by Congress in the last 16 months was on a stock directly affected by a bill the buyer later voted on. That is 6,170 out of 11,016 total purchases. More than HALF of all congressional stock buys are on companies whose fate that same politician is about to decide. 343 of 540 Congress members actively trade stocks while holding access to nonpublic legislative information. That is 63.8% of the entire legislature making market bets with an informational edge that would put any hedge fund manager in prison. The AI identified 752 active "Triple Signals" in the current Congress. A Triple Signal fires when three conditions line up at once: The politician sits on the committee controlling a bill, they traded stock in a company affected by that bill, AND they received campaign contributions from that same industry. Bills carrying these insider indicators pass at 5.4 TIMES the normal rate. Now look at the individual leaderboard: - Nancy Pelosi's estimated portfolio sits at $194 million with a Greediness score of 98.1 out of 100 - Ro Khanna made 13,231 trades across 800+ different tickers - Michael McCaul made 32,302 trades and filed 6,670 of them late - Thomas Suozzi filed 86.4% of his trades late with an average delay of 396 days, meaning his disclosures landed over a YEAR after he made the trade And then there is Lisa McClain, the fourth-ranking Republican in the House. She has made 1,443 trades in three years, more than 98% of all politicians tracked. She violated the STOCK Act twice in a single year, disclosing up to $900,000 in trades months after the legal deadline. Her husband bought up to $250,000 in Elon Musk's xAI, which quietly converted into SpaceX equity before last Friday's $2 trillion IPO. The penalty for all of this? A $200 fine. The number of Congress members ever prosecuted under the STOCK Act since it passed in 2012? Zero. And the cruelest part is this: A bill to ban congressional stock trading was introduced in January 2026. It has bipartisan support. Over 80% of American voters want it passed. But Congress is sitting on it, because the people who would have to vote yes are the same people making millions from the system staying exactly the way it is. They write the insider trading laws, they exempt themselves from enforcement, they trade on the information those laws generate, and when they get caught, they pay a fine that is basically nothing. The AI didn't discover anything Congress was hiding. It just organized what was already public into a pattern so obvious that nobody can pretend it isn't there anymore.

🚨 NANCY PELOSI TELLS LINDELLTV REPORTER: “SHUT UP AGAIN” OVER JAN 6 QUESTIONS 🚨 LindellTV's @alisonintheknow confronted @SpeakerPelosi with questions about January 6th, the National Guard, and Pelosi's OWN comments caught on camera following the Capitol breach. Pelosi immediately fired back: “Shut up again because you're speaking lies.” When Steinberg continued pressing for answers, Pelosi refused to engage and instead attacked our reporter's credibility. “You work for Mike the Pillow Man. That's not journalism.” Pelosi then escalated: “All you do is spout untruths.” “Get away from me.” Notably absent from the exchange? Answers. Instead of addressing lingering questions about January 6th, the National Guard response, or her own behind-the-scenes role that day, Pelosi chose insults over accountability. The American people are still asking questions. @SpeakerPelosi is still refusing to answer them

🔥 BOOM! HOLLYWOOD DETONATION: Mel Gibson is preparing to bring explosive evidence before Congress targeting Gavin Newsom, Nancy Pelosi, Kamala Harris and top California Democrats in what is rapidly becoming one of the BIGGEST Hollywood political scandals of 2026 FOLLOW ME, THE NEXT DROP WILL BE SHOCKING.

Pelosi Tracker founder Chris Josephs reveals that over $500 million is copying Nancy Pelosi's trades "Pelosi Tracker has half a billion dollars trading alongside her. That would make it one of the top hedge funds in the world. That's how much money people are putting into our app. The platform alone has $1.6 billion in AUM" "It costs $100 a year to automate your trades behind her. That's how we make money"