The video’s core pitch is that Congress-trading gives a live map of where Washington money and policy risk are concentrating: BWXT and E are tied to nuclear and semiconductor supply chains, INTC is the domestic foundry and AI/data-center turnaround, and UBER is the policy winner if federal autonomous-vehicle rules keep moving. It also argues that GYGY is a speculative early-stage AI/golf data platform with a hardware-plus-subscription model, but that it belongs in a much riskier bucket than the other names. The common thread is that regulation, federal spending, and strategic supply-chain control are steering the best setups. UBER is framed as the cleanest market value plus optionality on driverless, while INTC is the biggest policy-backed turnaround.
The Stop Insider Trading Act passed the House on July 22 and is awaiting Senate action; if it passes, members of Congress lose the ability to buy individual stocks, but keep any stocks they already owned before enactment.
The bill is expected to fail in the Senate because unrelated provisions were packaged into it, making passage difficult.
GYGY, a Nasdaq direct listing from July, sells AI shot-tracking hardware and software for golfers: club-mounted sensors record every shot, feed a subscription app, and the flagship product is Game Golf.
Game Golf has mapped more than 36,000 courses and tracked play in over 140 countries; the company says its database covers 300 million+ shots and 3 million+ rounds from April 30, 2014 through January 24, 2024.
GYGY’s KZN AI device costs $299.99, includes 14 smart sensors, and comes with one year of Game Golf membership, forcing a renewal decision at month 12.
GYGY embeds neural-network models in the hardware so it can classify shots in real time with GPS, keeping the product automatic and generating usage-driven data; the company is trying to turn 12 years of shot data into an AI coaching platform.
April McClain Delaney and Ro Khanna bought BWXT; Delaney bought four times and then once more in a single purchase worth between $200 and $900,000, while Khanna sits on the House Armed Services Sea Power subcommittee.
BWXT supplies nuclear reactors and specialized nuclear fuel for the US Navy, with every nuclear submarine and aircraft carrier running on BWXT hardware, and it is described as the sole supplier of naval nuclear reactors with no second source.
BWXT announced more than $1.4 billion of contracts with the US Naval Nuclear Propulsion Program, and Delaney’s first BWXT purchase happened that day; BWXT also has cash on the balance sheet and has raised its dividend 10 years in a row.
Global nuclear demand is expanding, with Canada rolling out a major strategy and Poland, Bulgaria, the UK, and Sweden moving ahead with large investments and new builds, which is used to support BWXT’s long runway.
Delaney and Michael McCaul bought E; McCaul used to chair Homeland Security and Foreign Affairs, co-chairs the Congressional High-Tech Caucus, and is not seeking re-election in 2026.
E makes advanced materials, filters, and contamination-control products for chip factories, where single-digit-nanometer features make any stray dust particle capable of ruining a chip.
E’s margins rise as chips get smaller because smaller chips require more process steps, more complex chemistry, and more filtration points, so even flat global chip output can still lift earnings.
Delaney and McCaul also bought INTC call options: 200 calls at a $50 strike expiring March 19, 2027, worth between $1 million and $5 million.
INTC posted its fastest revenue growth in more than 15 years, with Q2 revenue up 25%, beating guidance by $1.8 billion and more than doubling Wall Street’s adjusted EPS expectations; AI and data-center revenue grew 59% year over year.
INTC’s bigger story is foundry: it is trying to become the secure domestic alternative to TSMC in Taiwan, while customers pay far in advance to lock capacity and the main bottleneck is production speed, not demand.
Earlier in the Trump administration, the US took a 10% stake in INTC worth more than $11 billion, and NVDA plus SoftBank also poured in billions, giving Washington a direct financial interest in INTC’s success.
Pelosi bought 200 UBER calls at a $50 strike expiring March 19, 2027, in the $500,000 to $1 million range, while UBER also spent $1.23 million on Washington lobbying in Q2.
UBER is down well below its highs and is framed as one of the best values, with its marketplace model taking a cut between riders and drivers and the driver cost identified as the biggest expense.
The SELF DRIVE Act was introduced to give federal regulators clear authority over automated driving systems; regulators also granted the first commercial robo-taxi deployment exemption, streamlined approval, and started building a unified national safety standard.
UBER is framed as two businesses for one price: a profitable cash-generating marketplace now plus a driverless optionality bet later, with autonomous-vehicle rules described as the whole ballgame.
UBER’s Q2 gross bookings jumped 22% to $58 billion, beating the high end of guidance; trips were stated as 3.87 billion dollars in the segment, Eats grew 26%, free cash flow was $2.8 billion, and trailing 12-month free cash flow topped $10 billion.
UBER’s profits are growing twice as fast as total volume, and the company is framed as having moved from cash-burning startup to cash-generating machine after expanding beyond ride-sharing.