Congress Trades: What Stands Out and How to Copy-Trade It (Responsibly)

Congressional trade disclosures offer a rare, time-stamped look at how sophisticated market participants line up ahead of catalysts. In the latest filings, what jumps out is a clear AI-infrastructure tilt—from compute and cloud to cybersecurity and the power producers expected to fuel data centers. Just as notable is the timing: clustered, long-dated call buys before earnings and end-of-year trims in mega-cap winners, plus a handful of quick, event-driven swings in smaller names.

This post distills those patterns without alleging any use of non-public information. We’ll highlight where activity is clustering (NVDA, AVGO, GOOGL, AMZN, PANW, VST, and the more speculative TEM), why the dates matter, and how fundamentals have evolved since. Then we translate it into actionable copy-trading frameworks—favoring defined-risk option structures, staged entries on post-earnings pullbacks, and tighter risk in event-driven small/mid-caps. The goal isn’t to mimic every ticket; it’s to mirror a repeatable playbook: lean into AI infra strength, respect catalyst calendars, and let risk controls do the heavy lifting.

Nancy Pelosi: pattern & catalysts

Reported activity (per PTRs).Late-’24: large option exercises/sales; Dec 31, 2024 partial NVDA/AAPL sells; Jan 14, 2025 concentrated call buys in AMZN, GOOGL, VST, TEM; Jun 20, 2025 an AVGO options exercise. (Note: exercising on expiration is common, not inherently unusual.)

Why those dates mattered:

• GOOGL. Q4/FY results Feb 4, 2025 (rev +12% Y/Y); Q2 Jul 23, 2025 beat again (+14% Y/Y), with management stressing AI & Cloud momentum and higher capex.

• AMZN. Q4/FY landed Feb 2025; Q2 Jul 31, 2025 printed +13% sales Y/Y with AWS +17.5%, but the stock faded on AWS expectations—useful for buying pullbacks.

• VST. Utilities/nuclear beneficiary of AI-driven demand; Q4 Feb 27, 2025 update framed the theme; Aug 7, 2025 outlook raised amid plans to expand nuclear capacity.

• TEM. Early-stage AI/health data name; Q2 2025 (Aug 8) posted +89.6% Y/Y revenue alongside continued losses—higher risk, story-driven.

• NVDA. Context: 10-for-1 split (Jun 2024); Q1 FY26 (May 28, 2025): $44.1B revenue, $39.1B Data Center—the AI compute pillar holding up the theme.

• PANW. Platform cyber leader; Q3 FY25 (May 20, 2025) showed 15% Y/Y revenue growth and reinforced large-cap cyber exposure.

Takeaways. The Jan 14 call cluster landed ~2–3 weeks before mega-cap earnings and ~6 weeks before VST’s print—a classic, catalyst-adjacent stance into known dates. The holdings cohere around the AI infrastructure build-out—compute, cloud, security, and power.

Debbie Wasserman Schultz: tactical event-trading

Reported activity (smaller tickets).

• ANGO (AngioDynamics). Buy Jun 27 → Sell Jul 16, 2025. Company reported Q4/FY on Jul 15 with double-digit Y/Y revenue growth; the next-day sale looks like a post-earnings swing exit.

• VSAT (Viasat). Sale Jul 18, 2025. Two weeks later (Jul 31) headlines hit that an activist is pushing a break-up—her exit predated that news.

• HURC (Hurco). A small position was disclosed in early 2025; Jun 6 results later showed a quarterly loss—no clean catalyst tie on entry.

• ICHR (Ichor). A trade recorded Aug 5, 2025 lines up with Q2 results on Aug 4–5—reads like an earnings-adjacent entry.

Takeaways. This looks more event-driven than thematic: pre-earnings entries and tight post-earnings exits (e.g., ANGO), plus selective moves around activism (VSAT). If copy-trading this style, keep tight risk and short holding periods.

Where the fundamentals lean (select names)

• GOOGL. Q2’25 +14% Y/Y with AI/Cloud capex momentum.

• AMZN. Q2’25 +13% sales, AWS +17.5%—mixed stock reaction created pullback opportunities.

• NVDA. Q1 FY26: $44.1B total; $39.1B Data Center—still the compute heartbeat of AI.

• PANW. Q3 FY25: revenue +15% Y/Y; the platformization story remains intact.

• VST. Raising outlook and planning additional nuclear MWs to meet AI/data-center demand.

• TEM. Rapid top-line growth with ongoing losses—manage sizing.

  
  

Actionable copy-trading setups (right now)

1) Core “AI-infra” basket: GOOGL, AMZN, NVDA, PANW, VST. Bias: buy pullbacks toward rising 21–50DMA after late-Jul/early-Aug updates. For names with elevated IV into fall catalysts, favor debit call spreads (45–90 DTE) over naked calls to define risk.

2) Speculative sleeve (small size):

• TEM: momentum-dependent; trade pullbacks only if trend holds.

• ICHR: consider post-earnings drift setups (mean-reversion or continuation depending on guidance).

• ANGO: classic post-earnings swing template; watch next guide cadence.

3) What not to chase:

• VSAT around activism headlines—volatility is high; if trading, keep it defined-risk (e.g., debit put/call spreads) tied to formal company responses.

  
  

Compliance note (important)

Nothing here alleges use of non-public information. The patterns highlighted—pre-earnings positioning, post-earnings swings, and an AI-infra tilt—are consistent with savvy catalyst trading using public calendars and widely discussed secular trends (AI compute & power).

Sources & filings to verify the trades

• House PTRs (Pelosi): Dec 20/31, 2024 and Jan 14, 2025 entries covering AMZN/GOOGL/VST/TEM; later activity includes AVGO exercise (Jun 20, 2025).

• Wasserman Schultz PTRs: e.g., VSAT sale disclosed Jul 25, 2025 (transaction Jul 18).

  
  

Summary

• Industry clustering. Activity is concentrated in AI infrastructure: compute & cloud (NVDA, AVGO, GOOGL, AMZN), cybersecurity (PANW), and AI power (VST), with a speculative tilt to AI+health data (TEM).

• Timing patterns. A notable Jan 14, 2025 cluster of long-dated call buys in AMZN/GOOGL/VST/TEM landed just ahead of Big Tech earnings and within weeks of VST updates; year-end Dec 31, 2024 trims (AAPL/NVDA) also appear. These are documented in the official House PTRs.

• “Information-edge” indicators (non-allegation). Repeated positioning ahead of known catalysts (earnings, AI power build-out). One member shows event-driven swings (e.g., ANGO: buy ~18 days before earnings, sell the day after).

• Copy-trading angle (today). Favor an AI-infra basket (GOOGL, AMZN, NVDA, PANW, VST) after fresh beats/updates; enter on pullbacks post-pop; use defined-risk call spreads when IV is elevated.