Market Intel: The Congressional Trading Playbook

Good Morning,

Welcome to the first edition of Market Intel—the next evolution of what you once knew as ChartWiz. We’ve rebranded, reloaded, and refined our focus to bring you sharper insights, deeper analysis, and a no-nonsense breakdown of the money moves shaping the market.

In today’s edition, we’re diving into the latest congressional stock trades (because lawmakers somehow always seem to time the market perfectly), the explosive rise of AI-fueled tech stocks, and the revenue shifts pointing to the next big winners. Who’s placing the biggest bets? What industries are quietly being loaded up on? And most importantly—how can you use this intel to stay ahead?

And with that, welcome to Market Intel—where we don’t just track the trends, we uncover the strategies behind them. Let’s get into it.

MAGNIFICENT 7 + NETFLIX (NFLX): A LOOK AT REVENUES

The latest revenue charts for big tech are in, and—surprise!—they’re mostly pointing up.

• Apple (AAPL) continues its steady climb, though with the usual cyclical dips, proving once again that people will always pay a premium for incremental upgrades.

• Amazon (AMZN) shows a similar pattern, reflecting strong e-commerce demand but with some seasonal volatility.

• Google (GOOG) and Microsoft (MSFT) exhibit consistent, almost predictable growth, as advertising dollars and enterprise software keep flowing in. Meta (META) has seen a more noticeable acceleration, likely riding the AI-driven ad revenue wave.

• Netflix (NFLX) remains on its slow but steady grind upward, banking on price hikes and password crackdowns.

• NVIDIA (NVDA), however, is in a category of its own—its revenue curve looks less like a trend and more like a launch sequence, thanks to its dominance in AI chips.

• Tesla (TSLA) has enjoyed rapid growth as well, though its trajectory is starting to flatten slightly, hinting at potential demand challenges.

The takeaway? Big tech is still winning, but the shape of that growth is shifting—some are coasting, some are accelerating, and a few are bracing for turbulence.

HIGH-ROLLERS OF CONGRESS

Here are the top 5 traders by value of stocks traded over the last 3 months.

If you thought Wall Street was where the big money moves, think again. The halls of Congress are proving to be just as lucrative—at least for those in the know. Over the last three months, a handful of lawmakers have been trading millions, with House Speaker Nancy Pelosi leading the pack at a cool $26.2 million in total trades. Following behind are Josh Gottheimer ($19.2M), Donald Beyer ($15M), Michael McCaul ($9.1M), and Dave McCormick ($8.2M). It’s bipartisan business as usual—because if there’s one thing both sides can agree on, it’s making money.

Pelosi’s Portfolio Power Plays Nancy Pelosi’s trading activity is as strategic as ever, with recent filings showing her buying up stakes in some of the biggest names in tech and AI. Here’s a snapshot of her most recent purchases:

• NVIDIA (NVDA): Bought twice, ranging from $500k-$1M and $250k-$500k. AI boom? Chips are the new gold.

• Amazon (AMZN): Another $250k-$500k bet. Because let’s be honest—no one's quitting Prime.

• Google (GOOGL): Same range, because search engines (and ad dollars) never sleep.

• Palo Alto Networks (PANW): A larger $1M-$5M investment. Cybersecurity is the ultimate “recession-proof” industry.

• Vistra (VST) & Temenos (TEM): $500k-$1M and $50k-$100k, respectively—likely strategic plays in energy and finance tech.

Pelosi’s portfolio is reading like a who’s who of future-proof industries—AI, cybersecurity, big tech, and e-commerce. If history tells us anything, these moves might just be worth watching. Because whether it’s policy or portfolio picks, some people always seem to be ahead of the curve. Here’s a look at the trades.

COMPANY REVENUE SEGMENT DATA

Moving forward, we will be tracking alternative datasets, such as revenue segment data and more. Here’s a look at two points for Palo Alto Networks (PANW) and Nvidia (NVDA).

Palo Alto Networks: The Subscription Money Machine

If you ever needed proof that subscriptions are the holy grail of revenue, just take a look at Palo Alto Networks (PANW). Over the past five years, the cybersecurity giant has been shifting from a traditional product-based business to a subscription-heavy revenue model—and the chart makes it painfully obvious.

Subscriptions (Red): The real moneymaker. This segment has exploded in size, now dwarfing both product sales and support revenue. Why sell a one-time product when you can keep charging customers forever? Support (Green): A solid and growing revenue stream, because even in cybersecurity, people still need tech support. Products (Blue): The weakest of the three but still growing. Hardware is nice, but PANW clearly prefers recurring revenue over one-time sales. The trend is clear: subscription-based cybersecurity services are where the real money is. This shift aligns with industry-wide moves toward SaaS (Software-as-a-Service) models, giving PANW a more predictable and scalable revenue stream. And given that cybersecurity isn’t exactly a shrinking industry, expect this chart to keep heading up and to the right.

If you’re wondering why Nancy Pelosi recently dropped $1M-$5M on PANW stock, this chart might have something to do with it.

NVIDIA: The AI Gold Rush in One Chart

If you needed a visual representation of what happens when a company catches an unstoppable trend, look no further than NVIDIA (NVDA). Over the past few years, its revenue has gone from respectable to absolute moonshot status—and one segment is responsible for nearly all of it.

Data Center (Red): The AI-fueled behemoth. What was once just another segment has completely overtaken NVIDIA’s revenue, ballooning from niche to nearly $30 billion in what feels like overnight. AI servers, cloud computing, and enterprise-grade GPUs have turned NVIDIA into the pickaxe supplier for the AI gold rush—and the numbers prove it. Gaming (Green): The OG cash cow, now looking like a side hustle. Still a strong revenue stream, but nowhere near the main event. Automotive, OEM, and Professional Visualization (Other Colors): Barely moving the needle. Cool, but let’s be real—this company is now an AI infrastructure powerhouse first, and everything else second. The trend here is crystal clear: NVIDIA isn’t just selling GPUs anymore—it’s powering the entire AI revolution. This kind of exponential growth doesn’t happen often, and judging by this trajectory, we may still be in the early innings.

Oh, and in case you were wondering, Nancy Pelosi bought NVDA twice last month. Coincidence? You decide.

CLOSING THOUGHTS

That’s all we have for you in today’s edition of Market Intel. If you found this valuable, please consider forwarding it to a friend.

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Have a fantastic week!

-Market Intel

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