Broadcom (AVGO) Stock: Nancy Pelosi Cashes In as AI Rally Pushes Shares to Record Highs

TLDR

Table of Contents

Nancy Pelosi exercised 20,000 Broadcom call options on June 20, 2025, worth between $1-5 million
The options had an $80 strike price and were originally purchased on June 24, 2024
Broadcom stock has risen 13% in the past month and reached an all-time high
The company launched VMware Cloud Foundation 9.0 and shipped the Tomahawk 6 switch in June 2025
Goldman Sachs highlighted Broadcom as an underappreciated AI beneficiary

House Representative Nancy Pelosi exercised 20,000 call options on Broadcom stock on June 20, 2025. The transaction was worth between $1 million and $5 million according to disclosure filings.

BREAKING 🚨 Nancy Pelosi just filed a new trade
She exercised the Broadcom call options she bought last year
She now owns 20,000 shares of $AVGO worth up to $5,000,000
Since her buy last year, the stock is +70% pic.twitter.com/sGOz4lx3gO
— Nancy Pelosi Stock Tracker ♟ (@PelosiTracker_) July 10, 2025

The options carried an $80 strike price and were originally purchased on June 24, 2024. Pelosi filed the disclosure notice on the same day as the transaction.

The timing coincides with Broadcom’s strong stock performance over recent months. AVGO shares have climbed 13% in the past month alone.

The stock reached an all-time high with the company hitting a $1.2 trillion market valuation. Analysts view the stock favorably due to its position in AI and custom chip markets.

Goldman Sachs recently called Broadcom an underappreciated AI beneficiary. The firm suggested the market may not fully recognize the company’s AI potential yet.

Broadcom has been busy launching new products and forming partnerships. In June 2025, the company released VMware Cloud Foundation 9.0 to strengthen its private cloud platform.

The new platform targets AI, sovereignty, and security outcomes. This positions Broadcom for the growing private cloud market.

Hardware Advances Drive Growth

The company also shipped the Tomahawk 6 switch in June 2025. This represents the world’s first 102.4 Tbps switch for AI infrastructure.

Broadcom advanced optical connectivity for AI infrastructure at OFC 2025. These developments showcase the company’s networking leadership.

Dubai Airports announced it would use Broadcom software solutions to elevate operations. This partnership demonstrates Broadcom’s expanding global infrastructure reach.

The company renewed its partnership with Bouygues Telecom on July 2, 2025. This deal focuses on accelerating IT transformation and private cloud scaling.

Government and Enterprise Focus

On July 8, 2025, Broadcom emphasized its role in private cloud and cybersecurity initiatives. The company is targeting federal IT modernization projects.

This focus on government and enterprise customers aligns with growing demand for secure cloud solutions. Broadcom continues expanding its services partnerships in Asia Pacific and Japan.

The company designs, develops, and supplies semiconductor and infrastructure software solutions globally. Its products serve multiple sectors including telecommunications, data centers, and enterprise IT.

Jim Cramer has expressed favor for the stock due to its AI market position. The combination of strong fundamentals and AI exposure attracts investor attention.

Broadcom’s recent product launches include advances in both hardware and software. The VMware Cloud Foundation 9.0 and Tomahawk 6 switch represent key technological developments.

The company’s partnerships span multiple regions and industries. From Dubai Airports to French telecommunications, Broadcom’s reach continues expanding.

Pelosi’s options exercise occurred during this period of strong performance and product momentum. The disclosure shows the transaction value fell within the $1-5 million range as reported on July 10, 2025.

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