Jane Street Quietly Loaded Up on These 6 Stocks…
2 extracted signals · 0 resolved · 2 still active
Caesar ZaneIndependent analyst profile- Source published
- 11 Oct 2026, 17:25 UTC
- Recorded by Tahlil Plus
- 11 Oct 2026, 22:35 UTC
AI-generated source summary
This analysis examines six stocks held by Jane Street, focusing on their fundamental value and recent performance. Strategy (STRAT), trading at $154, is a Bitcoin holding company that has seen its position grow 12.8x. Despite a drop in Bitcoin and the stock to under $82 in June, it's recovering. The company also recently sold Bitcoin at a loss to cover dividends, and since then, Bitcoin has recovered to ~$83,000, with the stock nearly doubling. Viavi Solutions (VIAV), at $45, has added 9.06M shares, a 40x increase in position size, with revenue up 52% YoY. Intel (INTC), at $105, is undergoing a comeback, starting 2026 under $37 and reaching nearly $140 by end of June. The US government owns ~10% of the company, and Apple has agreed to build chips in America with Intel. Amazon (AMZN), at $262, has added 9.91M shares, tripling its position size, with AWS revenue hitting $42B last quarter, up 37%, and a backlog of $496B in signed contracts. Rigetti Computing (RGTI), at $14, is a new position with 964K shares bought, over $19M deployed. It recently received a $100M CHIPS Act award. Cerebras Systems (CBRS), at $164, went public in May at $185, raising $5.5B, and closed its first day at $311. It has $25B in signed future orders on its books from OpenAI, and OpenAI has committed to buy 750 MW of computing capacity. The analysis highlights both the strengths and risks for each stock, suggesting a generally bullish outlook for these positions based on their fundamental growth and strategic partnerships.
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Caesar Zane
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