- The Street Sheet
- Posts
- 👀 The Latest Pelosi Trade
👀 The Latest Pelosi Trade
Plus, a company with a golden age past and a nuclear future...

Happy Sunday to everyone on The Street.
With the political atmosphere polarized and the new presidential administration moving fast and breaking things, it’s nice to know investors of all stripes can agree on one thing:
When Nancy Pelosi discloses a stock purchase, it’s worth paying attention.
Before we dive in, here’s a quick word from our sponsor:
Sponsored by Money Marketers
Are you in charge of generating new leads for your business?
Is your calendar empty with only a call or two per week?
We hate to break it to you, but that’s not good.
Because not all of those calls will even convert into paying customers.
So you might be lucky if you’re bringing in 1 new client per month. Gulp.
It doesn’t have to be this way.
At Money Marketers, we can help you:
Generate new leads
Increase your conversion rate
Grow your revenue.
We’ve worked with companies ranging from J.P. Morgan to independent business owners.
Don’t wait:
IMPORTANT: Please do not click the link above if you’re not serious about growing your business in 2025.
The Bull and Bear Case for the Latest ‘Pelosi Trade’
Why Investors Are Buzzing
Nancy Pelosi made headlines once again with her latest stock purchase. The former house speaker recently disclosed she acquired $50K-$100K in call options for a small-cap healthcare AI company, Tempus (TEM).
Known for her, ahem, well-timed trades, Pelosi's relatively rare move to invest in a small-cap sparked widespread curiosity. Investors are keen to understand what makes TEM stand out in a market projected to grow from $15 billion in 2024 to $164 billion by 2030 — a CAGR of nearly 50%.
Analysts have answers. But, depending on who you ask, Tempus doesn’t necessarily stand out for the right reasons.
The Bull Case
Being a small-cap, Tempus is not widely covered by analysts. But it does have some bulls with higher profiles, including Insider Monkey, which named it a “must-watch AI stock” for 2025.
TEM bulls argue that its business model positions it for long-term success. The company integrates genomics, data, and AI apps to provide AI-powered diagnostics and precision medicine solutions.
To bolster the former, Tempus recently acquired Ambry Genetics, valued at $600 million, in the hopes of expanding into hereditary cancer testing. And it recently rolled out a new addition to the latter as well:
With an expanding product pipeline that could position it well within a growing sector, and the potential to disrupt traditional healthcare diagnostics, bullish investors argue that TEM could experience substantial growth in the coming years.
The Bear Case
The stock has already soared over the past year — 28.5% over the past 12 months, to be exact. But bears, like SeekingAlpha analyst Michael Wiggins De Oliveira, have concerns that may not be able to continue.
TEM’s revenue growth has slowed dramatically in recent years, falling from over 150% in Q2 2023 to just 35% in Q4 2024. This gives the analyst pause about the company’s ability to scale effectively. He argues that TEM is a cash-burning business and may need to raise additional capital soon potentially diluting shareholder value.
TEM is currently trading at a lofty valuation of over 11x forward sales, per SeekingAlpha. De Oliveira sees that as overpriced relative to its growth prospects. Pelosi, evidently, does not.
Which leaves only one question: which camp are you in?
Are you bullish or bearish on Tempus AI (TEM) over the next 12 months? |
Sponsored by TuneGO

TuneGO is empowering artists, engaging fans, and unlocking value — and you can join the movement as an early investor.
This revolutionary company helps musicians and record labels connect with their top fans through a B2C SaaS platform. Its patented platform looks poised to capitalize on an industry with loyal fans eager to be closer than ever to their favorite artists.
In 2025, TuneGO is laying the groundwork for explosive growth with cutting-edge technology and strategic marketing. That means now could be the time to throw in with a brand that’s transforming the $100 billion-plus music industry.
Don’t just take our word for it. TuneGO’s CEO wants to speak directly with you to discuss this one-of-a-kind investment opportunity.
Roku’s Streaming Edge
A Big Bet on CTV Growth
When you think of streaming giants, Roku (ROKU) might not be the first name that comes to mind. But JMP Securities believes the company still has an edge in the industry — and it has nothing to do with its streaming capabilities.
Analyst Matthew Condon initiated coverage with a Market Outperform rating and a $95 price target, implying a potential upside of nearly 17% from Friday’s close. For reference, Condon’s ratings yield an average return of more than 46%, per TipRanks.
Monetization Opportunities
With major players like Netflix (NFLX) and Prime (AMZN) gaining ground on the final battlefield of the streaming wars — live sports — some $166 billion in linear TV ad spending could be headed toward the connected TV (CTV) sector. And the analyst expects Roku to be a major beneficiary.
Roku does have its own channel and streaming platform. But it’s perhaps best known for its Home Screen. This portal, present on all Roku TVs and devices, exposes the company’s 120 million users to channels, streaming apps, and, crucially, ads.
Given Roku’s scale and first-mover advantage in the CTV space, Condon believes it has a structural edge over competitors when it comes to attracting ad spend. He projects that this will drive revenue estimates higher in the coming years.
Competitive Pressures and Outlook
Roku’s not alone in the CTV space anymore. Competition is growing from the likes of Walmart (WMT), which recently acquired Vizio, and The Trade Desk (TTD), which recently launched its own CTV platform, Ventura.
Nevertheless, Condon remains confident in Roku's ability to maintain its market leadership. He cites the company’s cost-efficient operating system and user-friendly interface as key differentiators.
Analyst sentiment on Roku is mixed. 13 rate it a Buy, while 17 suggest a Hold. But JMP considers near-term competition concerns overblown — and long-term growth potential high.
Are you bullish or bearish on Roku (ROKU) over the next 12 months? |
Sponsored by Money Marketers
Have you tried managing your company blog or newsletter by yourself?
Or maybe you tried to hire freelancers and the quality was horrible?
Do you get frustrated because the content production took more time than you anticipated?
Did you start a blog, newsletter, podcast, or social media page only to see it die because you couldn’t keep consistent?
Well, guess what: your competitors ARE producing daily content.
This is helping them retain clients, keep them warm so they’re easier to sell to, generate new leads, and increase their revenue.
If you aren’t producing quality content in this digital world – YOU’RE DEAD IN THE WATER.
But who has the time to create all of this content? Not you.
But, we do.
At Money Marketers, we cut your content production time by 100%.
That’s right 100%. We manage the whole process for our clients, and we can do the same thing for you.
This will save you TIME and MONEY.
We deliver done-for-you, compliance-approved content that connects with your audience and drives results.
We’ve done this for J.P. Morgan, SoFi, Empower, Asset Managers, independent financial advisors, and more.
DON’T WAIT:
Let us handle your content, so you can focus on what matters.
(But only click if you’re serious about making life easier and growing your business in 2025.)
This Surprising Name Has Nuclear Potential
A Growing Defense Player
The world has yet to tap into the immense potential of nuclear power. The same goes for investors and nuclear stocks.
One such untapped stock could be Curtiss-Wright (CW), an engineering firm best known for its shared roots with the history of aviation. (Yes, it stems from that Curtiss, and those Wrights.) It’s less well-known for its growing presence in the nuclear sector. But that, Citi (C) analysts believe, could be the key to its future success.
Citi’s Jason Gursky initiated coverage with a Buy rating and a 12-month price target of $410, suggesting a potential 7% upside. Gursky’s calls yield an average return of nearly 35%, according to TipRanks.
Nuclear Growth Opportunities
Curtiss-Wright, which is involved in key defense areas like aircraft, shipbuilding, and command-and-control systems, has benefited from rising global military spending. Shares have already climbed more than 7% this year, after a stellar 60% gain in 2024.
But the analyst believes Curtiss-Wright’s nuclear division offers significant potential for continued growth, amid increasing demand for clean and efficient energy solutions.
The company’s partnerships with firms like NuScale (SMR), TerraPower, and X-energy are expanding its reach into small modular reactor projects. Additionally, Gursky expects strong aftermarket revenue growth driven by plant life extensions and rising demand for nuclear power solutions in both the US and international markets.
Looking Ahead
In terms of potential catalysts in the coming year, Gursky points to higher production rates for commercial aircraft, increased nuclear contract awards, and strategic mergers and acquisitions.
Curtiss-Wright's diversified portfolio positions it well to capitalize on long-term trends in military spending and energy innovation, the analyst adds.
The history of Curtiss-Wright can be traced back to the invention of flight. Its future might just hinge on the same innovative spirit.
Are you bullish or bearish on Curtiss-Wright (CW) over the next 12 months? |
Are you bullish or bearish on Domino's Pizza (DPZ) over the next 12 months?
🟨🟨🟨🟨🟨🟨 🐂 Bullish
🟩🟩🟩🟩🟩🟩 🐻 Bearish
And, in response, you said:
🐂 Bullish — “People won't stop buying the pizza.”
🐻 Bearish — “Awful pizza, poor service.”
Are you bullish or bearish on Capital One (COF) over the next 12 months?
🟩🟩🟩🟩🟩🟩 🐂 Bullish
🟨🟨⬜️⬜️⬜️⬜️ 🐻 Bearish
And, in response, you said:
🐻 Bearish —
“If you ever visit a Capital One bank branch… And the way they interact with customers… You’d be bearish as well…”
“Regardless of their prospects of exceeding their peers, CAP1 will likely see more bad debt write-off than their peers, which will more than negate any gains.”
“Not paying interest to their depositors is not going to sit well with most.”
Which asset class do you prefer over the next 12 months?
🟩🟩🟩🟩🟩🟩 Stocks
🟨🟨⬜️⬜️⬜️⬜️ Bonds
Reply