Thesis Capital Inc.

$CCDS.V $CCDSF is on the move! 📈 Shares of data center consolidator @CarrierCDS have rebounded +8% this week, hitting 1.20 CAD. Recent developments: ✅ Insiders have bought over $90,000 worth of shares over the last two weeks ✅ Strategic Acquisition: LOI to acquire Morewave Communication assets, set to boost revenue by 15-20% ✅ New 5-Year Contract: Subsidiary PureColo signed global video leader Ross Video to its Ottawa facility #Stocks #Venture #CCDS #TechGrowth #datacenter

For those that missed it yesterday, I talked about $CCDS.V $CCDS a simple and brilliant strategy of rolling up data centres. There is no other small/micro cap doing this in the Canadian market. Imagine buying $CSU.T 2 months after its debut, they roll up software companies. This is the new constellation software. Far reach? Not really. This is serious management entering a big business, creatively. With first mover advantage and fully funded, buying down here will prove to be one of your best buys of 2026! Like any stock it’s all up to management, but I sure as hell wouldn’t bet against them. Within 10 years they’ll be listed on the TSX, quote me.

The stock I wanna talk about is $CCDS.V $CCDS everyone is talking about data centres for the upcoming AI boom. Large & Mega cap stocks are building them as we speak. This company, a brilliant idea, rolls up data centres as its business. Hasn’t been listed that long and has sold off too much in my opinion. The last PP closed not even a month ago at $1.60. Which makes buying down here a tremendous opportunity. I know stocks and this one will get played by the market at some point. It has all the earmarks of it. Being able to buy a small cap that does this could turn into big gains going forward. Im riding it back to $2.00 and further should they keep growing at a fast rate.

Press Release: @CarrierCDS | $CCDS.V $CCDSF Carrier Connect announces 5-year co-location agreement with Ross Video via PureColo. Key Highlights: • 30kW across 8 racks • Starting April 2026 • Enterprise-grade customer Full Release: tinyurl.com/yfa4z383 #TSXV #Microcap #DataCenters #Colocation

Press Release: @CarrierCDS | $CCDS.V $CCDSF Carrier Connect signs LOI to acquire Morewave's connectivity assets. Key Highlights: • ~$725K in annual recurring revenue • 25%+ profit margins • Expected to increase Carrier’s topline by 15–20% immediately • Consideration: $750K in shares (escrowed over 24 months) Adds network + last-mile services → expands revenue streams across date center portfolio. Press Release: tinyurl.com/34bmwafn #TSXV #Microcap #DataCenters

$CCDS.V 👇

Press Release: @CarrierCDS | $CCDS.V $CCDSF Carrier Connect completes acquisition of the Saint John Data Center from Carbon60. • $1.6M cash + $150K deferred • No finder’s fees • Portfolio now at 5 data centers Expands footprint into Atlantic Canada and advances the Tier II/III roll-up strategy. Release: tinyurl.com/y3p3ty5w #TSXV #Microcap #DataCenters

Press Release: @CarrierCDS | $CCDS.V $CCDSF Carrier Connect closes $10.5M brokered private placement, co-led by Canaccord & Beacon. Proceeds will be used for M&A, debt repayment, capital improvements and data center expansions, marketing, staffing, and working capital. Full Release: tinyurl.com/88tu74yu #TSXV #Microcap #DataCenters #privateplacement #digitalinfrastructure #AI #Data

$RAMP.V +23% today on strong volume. Last Print: $0.50 Ramp Metals Inc. has mobilized a drill rig to its Rottenstone SW Cu-Zn-Ag-Au VMS project in Saskatchewan, marking the start of its next phase of drilling. 🎯Key Targets: Rush, Ranger, Redridge, Runway 📜Permitting: Fully permitted through December 2027 (up to 150 drill holes) Notable prior results include: Rush: - 1.21% Cu, 9.34% Zn, 5.59 g/t Ag over 3.53m - 0.78% Cu, 1.91% Zn, 12.71 g/t Ag over 27m Ranger: - Newly identified shear zone near the original discovery Redridge: - Soil samples up to 245 ppm Cu and 852 ppb Ag Runway: - Surface samples returning Pt, Pd and Ni values As copper fundamentals strengthen, fully permitted VMS systems with established mineralization offer compelling leverage to discovery. Drilling is underway. #GOLD #SILVER #Copper #MiningStocks #miningnews #Commodities #PreciousMetals #Resources #JuniorMining #smallcap #TSXV #GoldPrice #silversqueeze

Press Release: @CarrierCDS | $CCDS.V $CCDSF Carrier Connect upsizes its financing to up to $10.5M, co-led by Canaccord & Beacon. Use of proceeds: M&A, debt repayment, DC expansion/capex + working capital. Terms: $1.60/unit (1 share + ½ warrant; $2.10 strike, 24 months). Full Release: tinyurl.com/yssy9hyy #DataCenters #AIInfrastructure #MicroCap #TSXV

Press Release: @CarrierCDS | $CCDS.V $CCDSF Carrier Connect announced a private placement of up to $8.0M, led by Canaccord Genuity and Beacon Securities. Use of proceeds: acquisitions, debt repayment, capital improvements/data center expansions, and general corporate purposes. Terms: $1.60 per Unit (1 share + ½ warrant; $2.10 exercise, 24-month term). Full release: tinyurl.com/462x7ccj #Microcap #DataCenters #AIInfrastructure #TSXV