@FollowTheFiling

the plan is simple: following the filings

FollowTheFilings.com
Joined August 2024
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202Media
* US SAID TO HAVE FOR YEARS ASKED MUSK TO ALTER STARLINK SERVICE IN UKRAINE, MIDDLE EAST: REUTERS $SPCX
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* UK ANNOUNCES £100 MILLION FOR AI BIOSECURITY LAB SUPPORTED BY OPENAI, ANTHROPIC AND GOOGLE DEEPMIND: BLOOMBERG
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TOP GAINERS AND LOSERS OF THE WEEK · OCT 19-23 GAINERS ZS +23.0% ZSCALER ROP +14.5% ROPER TECHNOLOGIES OKTA +13.8% CRWD +13.3% CROWDSTRIKE TRI +13.0% THOMSON REUTERS SKYD +12.4% SKYDANCE NOW +12.0% SERVICENOW PANW +11.3% PALO ALTO NETWORKS WCN +11.1% WASTE CONNECTIONS LSEGY +10.7% LONDON STOCK EXCHANGE LOSERS SE -20.4% SEA CYATY -19.6% CONTEMPORARY AMPEREX TECHNOLOGY FIX -19.3% COMFORT SYSTEMS USA HWM -15.9% HOWMET AEROSPACE FLEX -15.4% CLS -14.4% CELESTICA PWR -13.5% QUANTA SERVICES CRDO -13.2% CREDO TECHNOLOGY LRCX -12.8% LAM RESEARCH BE -12.7% BLOOM ENERGY
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* SPACEX $40 BILLION OFF-BALANCE SHEET DEBT SNARLED BY AI TURMOIL: BLOOMBERG $SPCX
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JUST FILED: KENNETH DEDEKER · 2026 Q3 · $176M NEW: GLD, KLAC, MSFU ADDED: STRL EXITED: FTAI, GGLL, CAT TOP HOLDINGS: MU, QQQ, STX
Dedeker Financial. Kenneth Dedeker, 2026 Q3, $176M portfolio. Bars: change in portfolio share since 2026 Q2. Bought: GLD (SPDR Gold Shares), New, now 1.8%; STRL (Sterling Infrastructure), Added, 2.9% to 1.7%; KLAC (KLA), New, now 0.4%. Sold: FTAI (Ftai Aviation), Exited, was 0.5%; GGLL (Direxion Shares ETF Trust), Exited, was 0.2%; CAT (Caterpillar), Exited, was 0.1%. SEC 13F filing, not investment advice. followthefilings.com/dedeker.

ALT Dedeker Financial. Kenneth Dedeker, 2026 Q3, $176M portfolio. Bars: change in portfolio share since 2026 Q2. Bought: GLD (SPDR Gold Shares), New, now 1.8%; STRL (Sterling Infrastructure), Added, 2.9% to 1.7%; KLAC (KLA), New, now 0.4%. Sold: FTAI (Ftai Aviation), Exited, was 0.5%; GGLL (Direxion Shares ETF Trust), Exited, was 0.2%; CAT (Caterpillar), Exited, was 0.1%. SEC 13F filing, not investment advice. followthefilings.com/dedeker.

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* AMAZON SAYS AWS SOLD OUT OF CAPACITY INTO 2028: THE INFORMATION $AMZN
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THE WEEK ON THE TAPE · OCT 17-23 TOP STORIES 1. Meta ordered to pay $25 billion penalty in New Mexico Cambridge Analytica case (CNBC) 2. OpenAI acquires drug development company Orchestra Bio (The Information) 3. ByteDance, Alibaba, Tencent place over $35 billion worth of Nvidia chip orders (Reuters) 4. Apple to debut first touch-screen MacBook at Oct. 28 event (Bloomberg) 5. Anthropic may spend $750 billion on computing costs as it prepares for IPO (WSJ) 6. SpaceX spent more than $19 billion on capital investments (FT) FROM THE FILINGS • Snowflake director Frank Slootman sells $94.9 million of stock (Form 4) • Sachem head discloses 9.99% stake in Ionic Digital (13D)
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* TRAVELERS CEO SCHNITZER SELLS $35.3 MILLION OF STOCK: FORM 4 * 88,900 SHARES AT AVG $396.77 ON OCT 21 $TRV
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* ANTHROPIC SAYS ITS MYTHOS 5 MODEL ALMOST NEVER STOPPED A CYBERATTACK ONCE BEGUN: INSIDER
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* ANTHROPIC’S FIRST PUBLIC S1 FILING EXPECTED AS SOON AS TODAY
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* META TO DELAY NEW COMMERCIAL TERMS CRITICIZED BY PUBLISHERS AND ADVERTISERS: REUTERS $META
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* AMEX 3Q ADJ EPS $4.68, EST. $4.58 * AMEX 3Q REV. $20.1B, EST. $20.12B $AXP
EARNINGS, OCT 23. AXP, American Express, 3Q 2026. Adjusted EPS $4.68, estimate $4.58: BEAT +2.2%. Revenue $20.1B, estimate $20.12B: MISS -0.1%. From the company's 8-K, estimate: analyst consensus. followthefilings.com/earnings/AXP.

ALT EARNINGS, OCT 23. AXP, American Express, 3Q 2026. Adjusted EPS $4.68, estimate $4.58: BEAT +2.2%. Revenue $20.1B, estimate $20.12B: MISS -0.1%. From the company's 8-K, estimate: analyst consensus. followthefilings.com/earnings/AXP.

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REPORTING TODAY · FRI OCT 23 BEFORE THE OPEN: PG, AXP, SLB
Reporting today. Friday, October 23, the largest and most widely held names. Before the open, 3 companies: PG (Procter & Gamble), EPS est. $1.89; AXP (American Express), EPS est. $4.58; SLB (Schlumberger), EPS est. $0.62. Estimates are analyst consensus. followthefilings.com/earnings/2026-10-23.

ALT Reporting today. Friday, October 23, the largest and most widely held names. Before the open, 3 companies: PG (Procter & Gamble), EPS est. $1.89; AXP (American Express), EPS est. $4.58; SLB (Schlumberger), EPS est. $0.62. Estimates are analyst consensus. followthefilings.com/earnings/2026-10-23.

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* SPACEX SAID TO BE IN TALKS TO ACCESS 80,000 CELL SITES FOR WIRELESS NETWORK: BLOOMBERG $SPCX
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* OPENAI NEARS UP TO $30 BILLION FUNDING ROUND AT $1.25 TRILLION VALUATION LED BY UAE INVESTORS: CNBC * ROUND MEANT TO BE A BRIDGE TO ITS 2027 IPO
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* DECKERS OUTDOOR 2Q EPS $2.31, EST. $1.80 * DECKERS OUTDOOR 2Q REV. $1.48B, EST. $1.51B * RAISES FY DILUTED EPS TO $7.80-$7.95 $DECK
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* SPACEX DISCLOSES $561 MILLION STAKE IN THE BORING COMPANY - 10Q $TBC
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* NEWMONT 3Q ADJ EPS $2.20, EST. $1.88 $NEM
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* WESTERN DIGITAL 1Q REV. $4.38B, EST. $4.15B $WDC
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* TRUMP CALLED MUSK TO LIFT STARLINK LIMITS IN UKRAINE ACCORDING TO THE WALL STREET JOURNAL: WSJ $SPCX
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