The Capitol Desk | Monday, May 11, 2026
Capito sold Apple and Constellation Energy while both sat in overbought territory. ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
We tracked 835 political actions this week. Here's what stood out. 18 Trades778 Lobbying34 Contracts |
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This week's political activity at a glance. Capito dumped <strong>Apple</strong>, <strong>Constellation Energy</strong>, and <strong>Broadcom</strong> last week while AAPL sat in overbought territory. Her Broadcom exit came the same quarter <strong>government contracts to the company hit $18M</strong>, up from $5.6M last quarter. That's a 200% jump while she's walking away from the stock. |
| THE TRADE THAT MATTERS MOST | |
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| CONGRESS TRADE | · · AVGO · Filed 24 days after tradeScience |
AVGO AVGO: | $430.00 | RSI 66 (neutral) | 2% from 52-wk high | Above SMA-50 · P/E: 83.8 | Net margin: 36.6% | Debt/equity: 0.83 |
| GOVERNMENT CONTRACTS | | 4 contracts |
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| GOV CONTRACT | Health Care · 1 · combined |
Other: $1.6B in Q1 2026, +202% average QoQSector saw 202% average QoQ contract growth. |
| GOV CONTRACT | Consumer Discretionary · 1 · combined |
Other: $1.6B in Q1 2026, +202% average QoQSector saw 202% average QoQ contract growth. |
| GOV CONTRACT | Financials · 1 · combined |
Other: $1.6B in Q1 2026, +202% average QoQSector saw 202% average QoQ contract growth. |
| GOV CONTRACT | Information Technology · 1 · combined |
Other: $1.6B in Q1 2026, +202% average QoQSector saw 202% average QoQ contract growth. |
Market Context | Market Breadth | Moderate (50% above SMA-50) |
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