Jun. 30 at 3:40 PM
Might be worth watching
Not trying to overthink this, just flagging something that caught my eye.
Two names tied to Pelosi’s disclosed activity that haven’t really moved much yet:
$AB AllianceBernstein: about -12% since
$VST Vistra: about -4% since
What’s slightly interesting on
$VST is that after her initial entry on 1/14/25, there were reportedly a few other politicians who also started building positions.
So you’ve got this kind of disconnect right now:
There is clear attention from political flows
But price action hasn’t really followed through yet
Sometimes the market ignores that for a while…
sometimes it doesn’t stay ignored for long.
Not a call on either name, just one of those “keep it on the radar” situations.
