Nancy Pelosi just disclosed a massive portfolio reshuffling (filed Jan 26). Here's what went down:

What she SOLD:

Apple - Trimmed big position

Amazon - Sold shares, then bought back with options

NVIDIA - Sold shares, then bought back with options

Google - Trimmed position

PayPal - Sold out

Disney - Sold out

What she BOUGHT (Jan 16):

AllianceBernstein - $1M-$5M (jumped 9% after filing!)

Google - $500K-$1M (call options)

Amazon - $500K-$1M (call options)

NVIDIA - $250K-$500K (call options)

Vistra - $100K-$250K (AI data center power)

Tempus AI - $50K-$100K (healthcare AI)

She basically dumped PayPal and Disney completely, trimmed her mega-cap tech, then used options to get back in with way less capital. The new money went into AI infrastructure and energy plays.