Controversial Bets, Bold Returns: Greene’s Trading Year Unpacked

Congresswoman Marjorie Taylor Greene has quietly become one of the most successful political investors of 2025 - at least on paper. While her headlines often revolve around political controversies, her stock portfolio this year tells a different story: one of timing, bold bets, and market-savvy execution.

From Palantir Technologies Inc. (PLTR:US) to Advanced Micro Devices Inc. (AMD:US) to Tesla Inc. (TSLA:US), Greene’s trades read like a curated list of this year’s biggest tech winners. But it’s not just the stock picks that make her portfolio interesting - it’s the scale of her gains and the sectors she’s been targeting, some of which sit squarely in the middle of heated national debates.

Timing the Tech Boom

Greene’s buying activity ramped up in early April 2025, just as tech stocks were accelerating into a major rally. Several of her buys, like Palantir, AMD, and Dell, saw price increases north of 70%. Her top trade, a Palantir buy on April 8 at $77.32, has nearly doubled, with the stock now trading at $144.25, a whopping +73.8% gain.

She also doubled down on a few names, making separate purchases on back-to-back days. That strategy worked: AMD, for instance, gained over 80% from her first buy, and nearly 50% from her second.

Her performance this year stands out even among active congressional traders, many of whom have also leaned into tech. But Greene’s picks suggest more than luck - they hint at a thesis. She appears to be betting on areas with strong government backing and bipartisan investment interest.

Profiting from the Federal Pipeline

Perhaps the most intriguing aspect of Greene’s portfolio is her interest in companies that straddle the intersection of technology and defense, especially Palantir Technologies, which has secured several high-profile government contracts related to military logistics and border control.

Palantir’s work with the U.S. Army and Immigration and Customs Enforcement (ICE) has sparked criticism among civil liberties groups. Yet Greene has invested heavily in the firm, and the returns have been exceptional. With Palantir shares up nearly 50% since her second purchase on April 9, it’s hard to argue with the result. Critics raise questions about whether lawmakers should be trading companies with such close federal ties, but the current federal structure does not apply any such limits.

She’s also invested in semiconductor firms like Lam Research Corp (LRCX:US) and Impinj Inc. (PI:US), both of which have benefited from government funding tied to national chip supply chain initiatives. Her inclusion of CrowdStrike Holdings Inc. (a cybersecurity company deeply embedded in U.S. national infrastructure) further adds to this pattern.

A Pattern Worth Following?

Greene’s 2025 trades aren’t just impressive, they’re consistently profitable. Out of 216 total trades, an overwhelming 161 of her stock buys are currently in the green, and 92 of them have gained more than 10%. She’s made just one sale this year, suggesting a buy-and-hold approach rather than short-term speculation. This level of performance is rare, even among seasoned investors. It’s no surprise, then, that market watchers are beginning to view her profile much like they do Nancy Pelosi’s - a bellwether portfolio that retail traders may try to mirror in hopes of similar returns.

Political Optics

Greene has never shied away from controversy, but her investment strategy may test the boundaries of political optics. In a year when bipartisan discussions on banning congressional stock trading have regained momentum, her outsized gains and sector-specific bets, especially those tied to government contracts, will undoubtedly attract scrutiny.

Still, the results speak for themselves. Greene has outperformed many retail investors, hedge funds, and even her peers in Congress. Whether it's skill, instinct, or coincidence, her 2025 trades have positioned her as one of the top-performing lawmakers in the market this year.