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And then, of course, the deleveraging already happened . So I think 2027 could be one of the best years for the stock market. I think part of According to Tom Lee, the biggest stock market gains in our lifetimes will come after the midterm elections and into 2027. Also, what energy AI company did Nancy Pelosi just buy $3 million worth of shares in?
I'm Indy, and welcome to the channel. Don't forget to click the "like" button and subscribe. Now, . You know, I think August is a recovery month after June and July were pretty sluggish months. But profits, profit estimates have increased significantly. So the stock market is like a compressed spring right now.
And then we had the huge reduction in leverage that you're talking about, because of the AI rollback and the panic of politicians in Korea. So I think the markets could actually bounce back a lot this month. Maybe we'll reach the 7800 mark. Up to 7800 this month? Yes, for S&P. Does the forecast of a 10 percent decline remain valid?
Yes. Really? Yes, so could you just take it off the agenda? Just...will you do it for me? Tell me this shouldn't happen. No, I'm kidding. Um, so we hit 7800 with a possible 10% drop and close the year above 8000. Yeah. Yes, I think so, because as we start looking at 2027, a lot of the clouds that have gathered this year are clearing up.
You know, SpaceX unlocking will be left behind. And the market test of the new Fed will be left behind. So I can't. I just want to ask what you think about the Leopold Aschenbrenner situation and the idea that he had high leverage—four times —and had to roll it all over. How much of an impact did that have on what you were just talking about regarding South Korea and the panic that happened there?
How much of this had to do with him selling his portfolio at the same time? I think that was a significant factor. Because, as you know, Korea is actually two companies: Samsung and Hynix. So it's memory and semiconductors. He, of course, had a very large audience of followers. So not only was his own leverage of, say, $45 billion inflated to $150 billion, but a lot of money was also "riding" on his deals.
So I think to some extent, you know, the rollback, even last week, was driven by a lot of funds realizing that he could be in trouble. So, the best thing you can do right now is to stay invested in the market and not try to guess the right moment. So invest the maximum in your 401k, the maximum in your Roth IRA, and then you can start buying individual stocks.
Now let's look at this article about the new shares of an energy AI company that Nancy Pelosi just purchased. Here is an article from Barron's that I want to discuss. As you can see , the headline is: “Nancy Pelosi invested $3 million in this AI-powered asset,” right? Let's look at the key points. As you can see, Bloom Energy manufactures fuel cell systems to power data centers and other large technology and manufacturing facilities on-site.
Bloom Energy shares rose 4.2% on Monday after the report was released . Pelosi's success as an investor has prompted the creation of tools that replicate her trading activities based on financial disclosures. US House of Representatives member Nancy Pelosi, one of Congress' top traders, has added a new AI asset to her portfolio.
She is a representative from the state of California. She invested in Bloom Energy, friends. So Bloom Energy is now worth 204 and the market cap is almost 60, right. So Bloom Energy could probably go up a bit or make even more profit. So, it invested in Bloom Energy, which makes fuel cell systems to power data centers and other large technology and manufacturing facilities, according to its latest financial statements .
So, the document signed by Pelosi on August 21 showed the purchase of 15,000 shares of Bloom Energy and 200 call options , yes. 200 options count. That's a lot. So, these energy stocks have become the beneficiary of the AI- driven surge in electricity demand. So , Bloom Energy, based in San Jose, California, rose 4.2% on Monday after Pelosi's financial statements were released.
The stock has more than doubled since the beginning of 2026. It is worth remembering that Paul Pelosi is the owner of the account through which the transaction was made . He bought 10,000 shares of Bloom Energy on July 24. So, Paul Pelosi is her husband. I forgot to mention that. This is her husband.
The document states that the transaction amount ranges from one million to five million. Bloom Energy was trading at 184 per share on July 24. So they are in the black. This suggests that the purchase price reported by Pelosi is approximately $1.8 million . The document also includes the purchase of 100 call options with a strike price of 100, expiring in June 2027, in a range of one million to five million dollars.
So they are in profit, at least at the price of $204. I mean $104. So, the report indicates the transaction amount from one thousand to five hundred. The report also indicates the purchase of 100 call options. Yes, I, I've already considered that. And then, Pelosi bought another 5,000 shares in July 2028.
It's valued at 500,000. So they just keep buying the stock, right? So, Bloom Energy on July 28 values the value of 5,000 shares at approximately 830,000 along with additional shares. Pelosi purchased over 100 call options worth $1 million and another $5 million. The former Speaker of the House of Representatives is known for her successful deals on Wall Street , which often outperform major indexes.
So it just creates both critics and followers, right? So I think you're better off just following them, for better or worse. She is accused of what many consider insider trading, using a position of power to access information that moves stocks, reaping profits not available to the general public. As you can see, this is Nancy Pelosi's next step .
Well, obviously her husband, but who knows. You know how it works and what they discuss, but a spokesperson for Pelosi's office provided a disclosure statement , noting that the speaker does not own any shares and is not aware of any involvement in any transactions. So, essentially, it's their advisors who make the deals, and they don't communicate with them and don't tell them what to do, even though I think the man worked with an advisor.
That's how it works, but it's, you know , a different maneuver. I would read the whole article, but I don't want to bore you, but this is the next bet that Pelosi made—it's Bloom Energy. In life, guys, you have to take some bets, but Bloom Energy seems like a pretty solid company. I think that investment guy, that 24-25 year old hedge fund guy, thought so too .
So yeah, it seems he has Bloom Energy too. This is a pretty good level at 59 billion. Maybe it will grow to 70 billion , right? Market capitalization, maybe 100, right? Or maybe, you know, it could double from here when the AI hype dies down. So, Bloom Energy still has some prospects. So I'll do some research and see if this is the best option for my portfolio.
But that's all for today, guys. Thank you for watching. I hope this has given you some understanding of the situation. the community. Thank you for being with us, and see you next time.
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