r/CongressStockWatcher

https://preview.redd.it/jsoy4054ifbh1.png?width=858&format=png&auto=webp&s=a112ce855df16fc12f666e7b6237bf283332e337

Here are some congress trades this week.
Even old Mitch is getting in.
If you found this useful give it an upvote, and I'll post it weekly.

For comparison, Biden made 13 trades during his entire presidency. And Nancy Pelosi has made 203 during her entire congressional career, according to Quiver Quantitative.

Hey everyone,

I saw the recent disclosure that Nancy Pelosi (well, her husband Paul) just bought 200 contracts of UBER $50 Calls expiring in March 2027.
Uber is currently trading around $70-$74, meaning they bought deep In-The-Money (ITM) LEAPs. I know their portfolio has a ridiculous track record with names like NVIDIA and Apple, so it’s tempting to just blindly copy the trade.

I’m looking at doing the same on Robinhood, but I wanted to get some feedback first. From a mechanics standpoint, I get why they did it:

Synthetic Stock: Buying the $50 strike gives them a ton of intrinsic value upfront.

High Delta: It captures almost 1:1 movement with the actual stock but costs a fraction of the price of 20,000 shares.

Tons of Time: March 2027

The business catalysts seem solid too (autonomous vehicle partnerships with Waymo, profitable buybacks, app expansion into retail/travel).

But here’s my hesitation:

1. Liquidity: The bid-ask spread on deep ITM LEAPs can be notoriously wide.
2. Is anyone else eyeing this trade or already in it? Is it safer to just buy the equity at this point, or are deep ITM LEAPs the move here?

Appreciate any insights, especially on navigating the wide spreads if I do pull the trigger.

Average daily volume 6M

Friday 26th daily volume 27M

Who bought shares from institutional holders who were obligated to sell on Friday 26th due to Russell delisting rules?

I need answers here and not fortune tellers about future price.

She did not just buy Intel stock. On May 29, 2026 she bought 200 call options on INTC, strike $50, expiring March 2027. Two hundred contracts controls 20,000 shares. INTC was trading around $114 that day, so a $50 strike is deep in the money. This is not a cheap out of the money gamble. It is a leveraged long. She is controlling roughly $2.3 million of Intel for somewhere around $1.3 to $1.5 million in premium, and the position moves almost dollar for dollar with the stock.

So which way does she need it to go? Up, and she is already winning. Her break even works out to about $115 to $125 a share depending on what she paid inside the disclosed range. Intel is sitting near $132 right now, so she is up something like $300k on paper just from the move since late May.

Because the calls are so deep in the money, she barely loses anything if Intel goes flat. If the stock just sits here into 2027 she keeps almost the whole position and only bleeds a little time value. The only way this goes to zero is if Intel falls about 60 percent and crashes back under $50. So she is not betting Intel rockets. She is betting Intel does not fall apart, and probably keeps grinding up, for the next nine months.

Why would anyone be that confident in Intel of all names? Look at who is on the other side of the cap table.

Back in August 2025 the Trump administration converted billions in CHIPS Act money into actual Intel stock, around 433 million shares, and the federal government became Intel's single largest shareholder. That stake cost about $8.9 billion. After Intel's run this year, including a major Apple chip deal, it is now worth somewhere around $57 billion. Washington turned $9 billion into $57 billion on one stock, and the administration keeps promoting it in public.

Then there is the legislation. The Semiconductor Superiority Act was introduced this month in both chambers, next to the Stop Stealing our Chips Act and the SAFE Chips Act, all of them pushing more money and protection toward domestic chip making. Intel is the face of domestic chip making. The company has also spent millions lobbying Congress, with its filings naming appropriations, manufacturing, and trade, which are the exact levers that decide how much help it gets.

And Pelosi is not the only one who noticed. She actually kept her Nvidia (NVDA) and stacked Intel on top of it. But three other House members who bought INTC this year, Gilbert Cisneros, Ro Khanna, and Michael McCaul, were selling NVDA over the same stretch. That is a quiet rotation out of the old AI winner and into the chip stock the government is personally invested in.

Could Intel keep climbing? The bull case is real. The government holds the biggest stake and wants the number to go up, the reshoring push has support from both parties, and fresh money is being written into law right now. The bears will point out the stock has already gone up roughly six times over and is priced for a lot to go right. Pelosi's calls run until March, so she has about nine months for the bull case to keep paying.

A couple of questions worth sitting with.

The federal government owns the largest slice of a company, and the President talks the stock up, and Congress is writing bills to fund it. Is a member of Congress buying leveraged calls on that same company investing? or front running policy the government itself controls?

And when three more members quietly rotate out of Nvidia and into the one chip stock Washington has a direct financial stake in, how many times does that have to happen before it stops reading like a coincidence?

What are your thoughts?