Nvidia has become a standout AI pick tied to President Trump and Nancy Pelosi’s portfolios, while House members bought more of the chip stock than any other name in 2025.

The AI chip leader is not just a Wall Street favorite. It now sits at the center of a political-portfolio story that crosses party lines, according to an Insider Monkey report published October 14, 2026.

Insider Monkey listed Nvidia as one of four stocks in its “President Trump and Nancy Pelosi Portfolio: Top 4 Picks.” The same piece said both portfolios were still buying NVDA in their latest disclosures.

That framing matters because it pairs two of the most closely watched names in American politics with the company powering much of the AI buildout. Markets notice when powerful people keep adding the same stock.

A separate signal came from Congress. Unusual Whales’ 2025 Congress trading report showed House members bought more Nvidia than any other stock that year.

In plain terms, the people writing the laws and the households tied to two major political brands were leaning into the same AI winner. Voters can argue about tax rates and regulation. The trading tape is harder to spin.

House traders made Nvidia their top buy in 2025

The Unusual Whales finding puts numbers behind a pattern conservatives have flagged for years: members of Congress often look well-positioned in fast-moving sectors. In 2025, Nvidia led the pack for House purchases.

That does not prove wrongdoing by itself. It does show where official Washington put real money during the AI surge. Chip demand, data-center spending, and model training are no longer niche tech themes. They are national economic facts.

Pelosi’s finances already draw heavy public attention whenever new disclosures land, including recent reports on her latest large real estate filing as stock activity shifted. The Nvidia story fits the same broader interest in what powerful Democrats hold and trade.

Trump’s portfolio reference in the same Insider Monkey list puts a Republican stamp on the pick as well. The shared interest undercuts the idea that AI wealth is only a one-party bet.

Data centers still drive Nvidia’s growth machine

Nvidia’s business case starts with a simple revenue split. Data centers bring in about 92.5% of the company’s sales.

In the second quarter of fiscal 2027, total revenue rose 106% year over year. Data-center revenue rose 117%.

Those figures help explain why politicians and funds keep showing up in the stock. When one company sits inside most AI data centers, it becomes the default way to invest in the buildout.

Nvidia also expects its next platform, Vera Rubin, to make up roughly 20% of data-center revenue in the fiscal third quarter. That is a planned handoff from the current Blackwell generation, and it keeps the growth story tied to new silicon rather than old inventory.

On September 28, the company announced its largest share buyback ever. Buybacks do not replace product demand. They do signal management confidence in cash flow and the stock’s value.

L1 Capital International Fund raised its Nvidia stake in the second quarter and now holds it as a top-five position. Big funds do not need a press release from Capitol Hill to chase earnings growth. They need a company still taking orders.

Readers who track Pelosi’s disclosure trail have seen similar scrutiny around her San Francisco office stake reports as equity trading cooled. Nvidia keeps the focus on liquid public markets instead of private holdings.

Wall Street still sees growth, with slower gains ahead

Analysts still expect double-digit revenue and earnings growth for each of the next four years, and estimates keep moving higher. The stock trades at about 25 times expected earnings, against a five-year average of about 42.

That lower multiple is one reason bulls argue the easy skepticism is stale. The company is no longer priced like a pure moonshot if those estimates hold.

The caution side is clear in the same reporting. Analysts expect revenue growth to slow from about 90% this fiscal year to about 65% next year. Margins sit well above Nvidia’s five-year average, and CEO Jensen Huang has acknowledged margins could come under pressure.

Competition is no longer theoretical. Epoch AI data cited in the report show Nvidia’s share of AI chip sales falling from about 80% in the first quarter of 2024 to 67% in the second quarter of 2026. Alphabet’s TPUs are described as the most serious rival.

Alger Capital Appreciation Fund said Nvidia sold off after earnings earlier this year on doubts about AI capital spending. Concentrated customers and a cyclical pause remain the core bear case.

None of that erased the political-portfolio bid described in the latest disclosures. The bull case still rests on multi-year AI spending. The bear case rests on slower growth, share loss, and margin risk. Both are on the table.

Bipartisan cash meets a one-company AI bottleneck

The political layer is what makes this more than another chip note. Trump-linked and Pelosi-linked portfolios are described as still buying. House members already made Nvidia their top purchase in 2025.

That combination is rare. It pairs Republican and Democratic brand names with the same industrial bottleneck: advanced AI accelerators for data centers.

Pelosi remains an active force inside her party’s machinery, including fights over who may claim her congressional seat. Her portfolio choices still travel with that influence in the public eye.

Trump’s side of the pairing is straightforward under the Insider Monkey framing: Nvidia is treated as a notable holding in the same top-picks list, with buying still showing up in the latest disclosures.

Even on culture-war terrain, the two names sometimes land in the same place, as when Pelosi backed a Trump plan on film production. Stock selection is a colder form of alignment. It follows earnings power.

For taxpayers and ordinary investors, the lesson is not to copy every trade from Washington. It is that the AI spending cycle is large enough to pull in both parties’ most watched balance sheets.

Nvidia’s revenue concentration in data centers, triple-digit growth in the latest reported quarter, and continued political-portfolio demand all point the same direction. The risks, slower growth, rivals, and margin pressure, are real. So is the bid from people with the most to lose by guessing wrong.

When both Trump- and Pelosi-linked portfolios keep buying the same AI chip stock, the market is saying something Washington’s talking points often dodge: real power still follows the companies that build the future.