She’d been in deep for 44 days, as per the trading rules of the US Congress. Filed on the penultimate day. I shall be watching closely. Possibly I’m in too.

I was making a cup of tea this morning when I caught the news on the radio. NVIDIA. Up another 7%. My toast had gone cold in the toaster. By the time I’d buttered it, Jensen Huang was probably another £80 million richer.

That was nothing compared to what was waiting for me in the public disclosures.

Filed: Day 44 of 45. As per the periodic transaction rules of the US House of Representatives — known to most as the STOCK Act, known to me as the suspiciously generous forty-five-day window between when a member of Congress does a trade and when the rest of us are allowed to know about it.

Nasdaq Nancy — or as she is more formally known, Speaker Emerita Nancy Pelosi of California — has filed another periodic transaction report. Or rather, her husband Paul has. Same household, same brokerage, same uncanny knack for catching a stock just before something interesting happens to it.

The trade: NVIDIA call options. Strike price somewhere that you and I would have to take a second mortgage out to consider. Amount disclosed: between $1,000,001 and $5,000,000, because the US Congress, in its infinite wisdom, has decided that “somewhere in that four-million-dollar range” is precision enough for the people whose laws they write.

What happened in those 44 days

Quite a lot, as it turns out. NVIDIA reported earnings. The Fed signalled rate stability. Jensen Huang gave a keynote in his trademark leather jacket. AI hyperscalers announced new chip orders. And the stock, predictably, did what a stock does when all the news is good and all the buyers are queueing.

By Day 44, the rest of us were just about catching up to the fact that someone, somewhere, may have made some money on NVIDIA. By Day 45, the disclosure form went in.

So — am I in?

Reader, I am. A small position, mind. I am not Paul Pelosi and I cannot pretend otherwise. But I will admit to a weakness: when the smartest money in Washington — the people with access to classified briefings on AI export controls, semiconductor policy and Pentagon procurement — quietly piles into NVIDIA call options, I am not entirely above paying attention.

The chart is pointing the right way. The Speaker Emerita’s husband appears to agree. I have bought a modest quantity of NVDA, in a regulated UK broker, with money I can afford to lose, and I shall be watching closely.

This is not a recommendation. This is a man making a cup of tea and copying his homework from a richer student. Better late than never. Brother, hold my beer. I’m in.

(This is not financial advice)