Which AI Stocks Is Congress Buying?
The AI trade isn’t just a Wall Street story, it runs straight through Congress. Across a basket of the names driving the AI buildout, the chipmakers, the cloud platforms, and the software companies riding on top, members have disclosed 2,530 trades. Here are the AI stocks they buy and sell most, straight from STOCK Act filings, ranked by disclosed trades with Coldpine’s average conviction score on each.
$MSFT tops the basket with 335 disclosed trades across 56 members. But the highest-conviction name is $NVDA: volume tells you what’s popular, conviction tells you where the strongest signals are.
| # | Ticker | Members | Buys | Sells | Trades | Avg score |
|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corporation - Common Stock (MSFT) | 56 | 154 | 180 | 335 | 0.28 |
| 2 | NVDA NVIDIA Corporation - Common Stock (NVDA) | 40 | 127 | 89 | 217 | 0.36 |
| 3 | AMZN Amazon.com, Inc. - Common Stock (AMZN) | 45 | 123 | 86 | 212 | 0.27 |
| 4 | AAPL Apple Inc. - Common Stock (AAPL) | 49 | 113 | 96 | 210 | 0.34 |
| 5 | GOOGL Alphabet Inc. - Class A Common Stock (GOOGL) | 30 | 67 | 98 | 167 | 0.24 |
| 6 | META Meta Platforms, Inc. - Class A Common Stock (META) | 29 | 93 | 57 | 151 | 0.24 |
| 7 | GOOG Alphabet Inc. - Class C Capital Stock (GOOG) | 27 | 61 | 59 | 126 | 0.26 |
| 8 | AVGO Broadcom Inc. - Common Stock (AVGO) | 22 | 74 | 44 | 118 | 0.24 |
| 9 | MU MICRON TECHNOLOGY, INC. CMN | 10 | 60 | 44 | 111 | 0.13 |
| 10 | CRM SALESFORCE INC CMN | 18 | 69 | 33 | 102 | 0.18 |
| 11 | INTC INTEL CORPORATION CMN | 21 | 53 | 48 | 101 | 0.25 |
| 12 | TSLA Tesla, Inc. - Common Stock (TSLA) | 18 | 53 | 48 | 101 | 0.25 |
| 13 | IBM International Business Machines Corporation Common Stock (IBM) | 14 | 55 | 27 | 82 | 0.24 |
| 14 | NOW SERVICENOW INC CMN | 15 | 51 | 21 | 72 | 0.20 |
| 15 | AMD Advanced Micro Devices, Inc. (AMD) | 14 | 46 | 22 | 68 | 0.21 |
| 16 | ANET ARISTA NETWORKS INC | 12 | 36 | 23 | 59 | 0.15 |
| 17 | ORCL ORACLE CORPORATION CMN | 14 | 37 | 20 | 57 | 0.22 |
| 18 | TSM Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | 9 | 31 | 25 | 57 | 0.21 |
Chips, platforms, and the software on top
The AI trade in Congress splits into three layers. The chipmakers and infrastructure ($NVDA, $AVGO, $AMD, $MU, $TSM, $ARM, $SMCI, $ANET, $VRT) are the picks-and-shovels of the buildout. The mega-cap platforms ($MSFT, $GOOGL, $META, $AMZN, $AAPL) are where most of the volume sits, because they dominate ordinary portfolios too. And the AI software names ($PLTR, $CRM, $NOW, $SNOW, $ORCL) are the higher-beta bets on AI actually generating revenue.
Volume is not conviction
A name showing up near the top means it’s popular in Congress, not that any single trade in it is a strong signal. Coldpine scores every disclosed trade on how fast it was filed, how large it was, whether several members bought the same name at once, and the track record of who made it. That’s the “avg score” column, and it’s why a lower-volume name can out-signal a crowded one. See how the scoring works.
The most-watched AI trader in Congress
No household draws more attention on these names than Nancy Pelosi’s, whose disclosures lean heavily into exactly this basket, Nvidia, Apple, Alphabet, and Broadcom among them. You can open any ticker above for every member trading it, or browse every stock Congress trades.
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Coldpine is a publisher of intelligence on public Congressional disclosures. Trade counts are of disclosed transactions, not position sizes or profit-and-loss. This is informational only, not investment advice, and not a suggestion to buy, sell, or copy anyone’s trades.