I'll just copy the Pelosi filing.
The PDF is late, the owner is often a spouse, and the size is a range. Copying it is not the edge. Knowing what it is pointing at, and whether that still holds, is.
For retail investors
Stock research for people investing their own money.
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Now watchingMonitoring
Issue 05: NVIDIA Is Building the Credit Market for AI
NVIDIA has found a way to turn knowledge of its own roadmap into a lower cost of capital for its customers. The result could move AI infrastructure from venture equity into private credit, insurance balance sheets and securitized debt.
- Current focus
- NVIDIA turning its roadmap into cheaper customer financing
- Next check
- GPU-backed credit and residual-value support
- Get out if
- Chip financing stays confined to a few borrowers
Full issue and sources unlock with membership. See plans
This month’s member call, unlocked after checkout
The toolkit
Everything a retail investor needs, in one place.
Most people bounce between a Pelosi tracker, a newsletter, and a pile of tabs. Yield Theory puts the tracker, the stock pages, the calculators, and the monthly call together, so you can invest without becoming a full-time analyst.
What you getOne membership
- 01Congress tradesSee what lawmakers disclosed, including the Pelosi household, without paying $48 for a tracker.Free
- 02Stock researchCompany pages with the filings and the context. No Bloomberg login.Free
- 03CalculatorsReturns, valuation, and the other numbers, with the assumptions visible.Free
- 04This month’s callOne investment view in plain English: what we think, why, and what would change our mind.Members
- 05Weekly checkFive minutes when something actually changed. Silence when it did not.Members
- 06When to get outThe exit condition, written before the story gets exciting. Included with every call.Members
For
- Retail investors putting their own money to work
- People who hold stocks for years and do not have a research team
- Anyone tired of Twitter, YouTube, and ChatGPT for stock ideas
- People who want the tracker, the tools, and a clear view in one place
Not for
- Professional analysts, VCs, or PE firms
- Day traders and people who trade every headline
- Anyone looking for a model portfolio to copy
- Anyone who needs a guaranteed multiple
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The lies that keep you paying twice
Three beliefs. None of them survive a real filing.
I'll just ask ChatGPT.
It will write you a thesis. It will not read next week's filing, tell you the view broke, or name the exit in advance. That is the membership.
I need a tracker, a newsletter, and a pile of tabs.
That stack still leaves the connecting work on you. Here the disclosure, the tools, and the monthly call live in one place.
The public record
The filing is not the edge. The call is.
Nancy Pelosi’s household sits closer to the policy and the companies than you do. The law then makes them tell you the ticker. Some of those trades became famous because they kept showing up in NVIDIA, Alphabet, and Amazon while everyone else argued about headlines.
The filing is public. Copying a 45-day-old PDF is not the edge. The edge is knowing what the trade is pointing at, and whether that view still holds.
- 01
The law makes them disclose it
Under the STOCK Act, members of Congress must disclose reportable stock trades, usually within 45 days. Amounts come in ranges. The owner is often a spouse. Yield Theory reads the House Clerk PDF, not a screenshot thread.
- 02
Why the returns look enormous
Those households are closer to the policy and the companies than you are. Pelosi filings are the most watched in Congress because the disclosed bets kept landing in the winning part of the market. That is why the internet says cook with her.
- 03
A tracker is not a call
By the time the public sees the trade, it is late, the size is a band, and you do not know if they still hold it. Unusual Whales will sell you the feed for ~$48/month. We tell you what the money means, then check it every week, for $15.
Pelosi household · House Clerk194 verified rows
| Date | Ticker | Type | Range |
|---|---|---|---|
| 2026-05-29 | INTCSpouse | Purchase | $1,000,001 - $5,000,000 |
| 2026-05-29 | UBERSpouse | Purchase | $500,001 - $1,000,000 |
| 2026-01-16 | ABSpouse | Purchase | $1,000,001 - $5,000,000 |
| 2026-01-16 | GOOGLSpouse | Purchase | $500,001 - $1,000,000 |
| 2026-01-16 | AMZNSpouse | Purchase | $500,001 - $1,000,000 |
| 2026-01-16 | NVDASpouse | Purchase | $250,001 - $500,000 |
Official disclosure, not a live brokerage statement. A range is not an exact size. A purchase is not proof they still hold it.
The one subscription
Stop stacking a Pelosi tracker, a newsletter, and a pile of tabs.
One membership gets the disclosure, the tools around it, the monthly call that explains the money, and the weekly check on whether the view broke. That is the whole product for a retail investor.
How membership works
One current call, checked when the facts move.
Most research disappears into an archive before your money has time to grow. The current call stays tied to the evidence, so you stay in the names that still make sense and get out when the view breaks.
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See this month’s call
One current viewOpen the current view and see what we think, what we are watching, and when it was last checked. No digging through last month’s issue.
Check in for five minutes
Five minutes a weekThe weekly note separates new headlines from facts that change the call, so you know whether to sit tight or pay attention.
Know when to get out
Written in advanceEvery call names the dates that matter, the risks, and the exit before the story gets exciting. If the facts break the view, we say so plainly.
Inside each call
Every call comes with the bull case and the condition that breaks it.
Read the full research when you want the detail. Open the one-page summary when the market moves and you need the bottom line fast.
Call summary · issue formatSources included
- 01The bottom lineWhat we think, in plain English, before the supporting detail.
- 02Who could benefitWhich companies or sectors the idea points at, and who pays.
- 03Dates that matterThe earnings, filings, and events most likely to test the view.
- 04When to get outWhat must happen, what could go wrong, and when the view should end.
- 05Where the facts come fromThe filings, earnings materials, and public records behind each claim.
The stack
One place instead of a tracker, a newsletter, and a pile of tabs.
A congressional-trade feed is about $48 a month and still is not a view. A newsletter is another $30. You still do the connecting work. Membership is $15, and the tools around it are already here.
What you getIf you bought it separatelyTypical cost
✓Congressional trade trackerA Pelosi tracker, feed only~$48/mo
✓This month’s investment callA market newsletter that still leaves the judgment on you~$30/mo
✓Stock pages and calculatorsA second product, or a $2,000 Bloomberg login, for the numbersAnother sub
✓This month’s call, kept up to dateYou, re-reading last month’s issue to see if anything brokeYour time
✓Five-minute weekly checkA daily feed you will not finishYour time
✓Full member archive, unlocked nowWaiting on the next publish dateIncluded
The usual stackTracker plus newsletter, and you still connect the dots~$78/mo
Your price todayThe tools, the monthly call, and the weekly check$15/mo
Get this month’s call for $15
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The alternative
Stop paying for market news with your attention.
The market will always produce more news. Your advantage is knowing which facts actually change the decision.
Twitter and YouTubeHot takes, screenshots, and whoever shouted lastMore noise
ChatGPTA thesis in ten seconds, with no one watching it next weekMore prompts
Stacking newslettersMore opinions, with the final judgment still on youMore inbox
Pelosi trackersThe ticker, 45 days late, with no view and another $48/month feedMore apps
Yield TheoryThe tracker, the tools, the monthly call, and the weekly check. One place.$15/mo
The one subscription
This month’s call is already running. You join it today.
Sign in with Google, then check out. The current call opens right away, including this month’s issue, already being checked. Cancel future renewals from your account. Keep the period you paid for.
- Google sign-in so we do not store a password
- Archive and current call open immediately
- Same research on monthly or annual
- Cancel future renewals anytime
Independent research, not personalized advice. Built for people investing their own money. Cancellation terms.
Both plans unlock the same membership. Annual is two months free.
Objections
Questions, answered straight.
Who is this for?
Retail investors. If you have a brokerage account, a job, and no research team, this is built for you. It is not a product for analysts, VCs, or PE firms.
Do members actually get 10x returns?
The job is to grow your money over years, not to win a week. Every call names when to get out, because a view can break. When it does, we say so. This is research, not a guaranteed multiple.
Can't I just use ChatGPT or free news?
You can. ChatGPT will write a thesis in ten seconds. It will not watch the next filing, tell you whether the view still holds, or name the exit in advance. Membership is that ongoing check, not another prompt.
What do I get that I cannot get for free here?
Congress trades, stock pages, calculators, and the research library stay free. Membership unlocks this month’s investment call, the weekly five-minute check, the written exit, and the full member archive.
How do I know if last month’s call still holds?
Open the current call. It shows what we think, what we are watching, when it was last checked, and what would make us change our mind. You do not re-read last month’s issue to find out.
What does each company call include?
The bottom line in plain English, who could benefit, the dates that matter, the risks, and the evidence that would make us get out. Not a hot tip. Not a list to copy.
What arrives each week?
A five-minute note covering what changed, what still holds, and what we are watching next. When nothing material changes, we say that instead of inventing a new call.
Do you revisit past calls?
Yes. Open ideas are updated as the evidence changes, including the cases where the original view no longer holds. Those changes stay visible rather than buried in another article.
Is this personalized investment advice?
No. Yield Theory publishes independent market research and educational commentary. It does not account for your objectives, finances, or risk tolerance.
When do I get my first issue?
Immediately. Paid membership unlocks every member issue in the archive after checkout, including the current call. You are not waiting for the next publish date.
What if it is not for me?
Cancel future renewals from your account without emailing support or entering a contract. You keep access through the period you already paid for.
What are the membership options?
Membership is $15 monthly or $150 annually. Both plans include the same research and archive. Annual billing includes two months free compared with paying monthly.
Do you copy Nancy Pelosi’s trades?
No. We publish the public STOCK Act disclosure, including owner, range, and source PDF, then the research that explains whether the idea still holds. A delayed filing is a clue, not a model portfolio.
Why is this the only subscription I need?
Most people pay for a politician tracker, a market newsletter, and still do the connecting work themselves. Here the tracker, the stock pages, the calculators, and the monthly call live in one place.
How is the research made?
We start with filings, earnings materials, and official public records. Claims are separated from interpretation. Uncertain figures are labeled. The full standard lives on the methodology page.
Start this month
Stock research for people investing their own money.
The tools are here. This month’s call is already running. Membership is $15.
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