Pelosi's top holding just got a new growth engine beyond chips

Nvidia is Pelosi's single biggest bet, and she's holding as the company pushes past chips. On July 15 Jensen Huang launched a new robot "world model" in Japan and lined up Fujitsu, Hitachi, and Kawasaki to run its software. More industries buying in means more demand for the chips underneath. Her picks have beaten the S&P 500 for years.