Pelosis Bet Big on AI-Powered Energy Stock

Nancy Pelosi and her husband Paul have made significant investments in the AI energy sector. Their latest trade involves Bloom Energy (NYSE:BE), a company that specializes in solid-oxide fuel cells generating electricity on customer sites without grid interconnection.

The Pelosis purchased 10,000 BE shares and 200 calls at a $100 strike expiring June 17, 2027, which is estimated to be worth between $3 million and $12 million. This trade mirrors their previous approach with NVIDIA (NASDAQ:NVDA), where they bought large, long-dated calls layered with common shares.

Bloom Energy's solid-oxide fuel cells are positioning the company as a direct beneficiary of AI data centers' power demand. The company has already secured validation and approval from major US hyperscalers and neoclouds for their power solutions.