The Pelosi effect might actually be a thing
Two days ago she disclosed buying ~$1M of Uber
Today, it's up 5%
Here's some reasons on why she may be bullish
• March 2026: Uber announced a global self-driving partnership with NVIDIA, planning to scale robotaxis across 28 cities by 2028
• April 2026: Uber committed over $10 billion to build out its autonomous vehicle business and procure future fleets
• May 6: Uber released its Q1 earnings showing gross bookings grew 25%, though revenue grew by 14% and missed Wall Street estimates
• May 21–22: A House Committee advanced a draft transport bill containing proposals to shield rideshare companies from liability and establish a federal robotaxi framework. It is only a committee draft and has not passed into law
• May 29: Pelosi bought $UBER March 2027 call options
• June 17: Uber confirmed Houston as its second major premium robotaxi market, scheduled to launch in mid-2027
• June 18: Uber signed a global self-driving partnership with Stellantis and Wayve
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.