Meet the two new Nancy Pelosi’s on Capitol Hill, who are sitting on some of the most powerful intelligence and national security committees in Washington… have been quietly nailing AI stock market picks with incredible precision.
Must be nice to be so lucky so consistently.
Democratic Reps. Gilbert Cisneros of California and Josh Gottheimer of New Jersey both previously purchased shares of Lumentum Holdings, a Silicon Valley AI and defense technology company whose stock has surged more than 140% this year and is up roughly ten-fold over the past 52 weeks.
Both trades were flagged this week by the widely followed Nancy Pelosi Stock Tracker account on X, which monitors congressional stock disclosures in real time.
Cisneros sits on the House Armed Services Committee’s Intelligence and Special Operations Subcommittee. Lumentum manufactures lasers and photonics technology used directly in military, aerospace, and AI infrastructure applications… the exact intersection of defense and tech that Cisneros helps oversee on Capitol Hill. He purchased up to $15,000 in Lumentum stock on April 14.
Gotthemer serves on the House Permanent Select Committee on Intelligence, one of the most classified oversight bodies in the federal government, where he has actively shaped legislation involving AI development and technology export controls. He purchased up to $15,000 in shares on May 22.
One day earlier, Gottheimer also purchased Micron Technology, the same AI memory chip company Cisneros had previously bought.
Their coordination is so miraculous that Benzinga’s government trades tracker flagged it immediately.
Cisneros amazing foresight has previously raised eyebrows. In December 2025, he purchased up to $15,000 worth of shares of AeroVironment, a drone manufacturer whose products are used in active military operations. The stock had been trading at $235 per share when he bought it. By mid-January 2026, it had surged to $363, a 54% return in under a month.
Gottheimer’s immaculate trading history is even more extensive. Since 2020, he has filed 78 total disclosure reports covering a staggering 2,927 individual transactions across 447 different stocks. Technology is his most-traded sector, accounting for roughly 27% of his total activity. His single largest disclosed trade was a $5 million to $25 million Microsoft purchase in November 2023.
Despite outrage, none of these trades are illegal. The STOCK Act of 2012 only requires members of Congress to disclose trades within 30 days but does not prohibit them from trading stocks in companies they directly regulate.
Multiple bills to finally outlaw congressional insider stock trading, including the well-named PELOSI Act, have been killed by Congress over the past several years.
Nancy Pelosi’s husband Paul Pelosi is infamous for using the same insider track for years. Over several years, his tech stock trades — including a now-legendary Nvidia call option purchase weeks before a semiconductor subsidy bill vote — delivered returns that dwarfed the market and defied conventional wisdom.
A social media account that monitored his trades, the Nancy Pelosi Stock Tracker, amassed millions of followers as ordinary investors tried to mirror his picks. Paul Pelosi has never faced charges, because the trades were legal.
Cisneros and Gottheimer are running the same playbook.
Even as Nancy Pelosi prepares to retire… it seems she’s never going away.