Nancy Pelosi disclosed a major Intel buy: 10,000 shares and 50 long-dated call options.

She bought after Intel already ran 150% this year, with calls that run to 2027. The quarter was strong — revenue up 25%, margins nearly doubled — but the stock's at 87x forward earnings with a Wall Street "Hold." I walk through exactly what she bought, give you my verdict on whether to follow her into Intel and the price level I'm watching, then test the whole trade against Fed Chair Kevin Warsh's hawkish Jackson Hole speech and the sharp jump in September rate-hike odds. Plus Nvidia's blockbuster quarter and the margin number that's the real story.

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