Nancy Pelosi makes Tempus AI’s stock a top performer after buying call options

Nancy Pelosi just made Tempus AI (TEM) the stock of the moment. The former Speaker of the House quietly purchased 50 call options in the AI healthcare company, and since that disclosure on January 25, the stock has more than tripled in value.

Nancy’s trade was valued between $50,000 and $100,000. By Friday’s market close, Tempus AI was up by 183%, adding to its 13% surge post-market.

Though even before this, the stock was already climbing after the company announced a collaboration with the Institute for Follicular Lymphoma Innovation, which will allegedly bring Tempus AI’s data analytics platform, Lens, into the fight against follicular lymphoma (FL), a type of blood cancer. The FL treatment market is projected to grow from $2.77 billion in 2023 to nearly $4.65 billion by 2030.

Nancy consistently outperforms the stock market

According to the SEC disclosures, Nancy bought the Tempus contracts with a strike price of $20, expiring January 16, 2026. That detail alone was enough for investors to start buying up the stock.

Nancy’s history with outrageously well-timed stock trades is well-documented. According to Unusual Whales, her 2024 returns hit 70.9%, blowing past the S&P 500’s 24.9% gain. Her trades consistently outperform the market, which has raised questions about how politicians manage to make such profitable bets while holding key positions in government.

Anyway, Tempus is going to report its Q4 earnings on February 24, and all the 12 analysts from JPMorgan and Goldman Sachs that cover the stock predict a loss of $0.15 per share on $202.8 million in revenue as of February 14. Despite the stock’s explosive rise, their one-year price target is $58.55 per share, which implies a 30% downside risk from current levels.

Jonathan Krinsky, BTIG’s chief market technician, predicts that AI and tech stocks are approaching levels not seen in nearly two months, pointing to the Invesco QQQ Trust (QQQ), which tracks the Nasdaq-100.

The QQQ hit its highest level since December 18, the same day the Federal Reserve announced fewer rate cuts in 2025. Markets sold off immediately after that meeting, and the QQQ has mostly stayed within a 4% range since then. Krinsky says this return to the “scene of the crime” could mean a pullback is coming.

Meta, which has a 4% weight in the QQQ, has been leading the index’s recent push higher, climbing 6.4% in February alone. But Krinsky warned that if Meta corrects, it could drag the entire QQQ down with it. He added that while fading Nasdaq strength hasn’t worked for the last few years, there are now enough warning signs to suggest caution.

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