Joined February 2018
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Press Release: @CarrierCDS | $CCDS.V $CCDSF Carrier Connect announces a strategic partnership with Radian Arc (Submer Group) to deploy GPU edge infrastructure across North America. 🔹 Sovereign AI infrastructure 🔹 Enterprise AI workloads 🔹 Cloud gaming services 🔹 Low-latency GPU compute Press Release: tinyurl.com/3swru32a #AI #DataCenters #GPU #EdgeComputing $CCDS
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Press Release: @CarrierCDS | $CCDS.V $CCDSF Carrier Connect Data Solutions signs definitive agreement to acquire Rochester Colo's data center assets in New York. 🔹 First U.S. acquisition 🔹 ~$885K ARR 🔹 Revenue expected to increase 15-17% immediately 🔹 Expands portfolio to 6 data centers globally A major step forward in Carrier Connect's strategy of consolidating Tier II/III carrier-neutral data centers serving AI, cloud and enterprise customers. PR Link: tinyurl.com/4uvyum48 #CCDS #DataCenters #AI #CloudComputing
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📈 Shares of @CarrierCDS $CCDS.V $CCDSF closed up 20% with a notable surge right before the closing bell yesterday. Meanwhile, insiders have been aggressively accumulating shares in the open market: ✅ 105,000 shares purchased since early May ✅ Accumulation between $1.05-$1.23 Carrier Connect is a consolidator of Tier II/III #datacenters and is aggressively rolling up new assets across different countries. Keep an eye on this one👆 #TSXV #OTC #smallcap #microcap #digitalinfrastructure #technology #AI
Press Release: @CarrierCDS | $CCDS.V $CCDSF Carrier Connect has completed its acquisition of network connectivity and last-mile delivery assets from Morewave Communication. Highlights: 🟦 Expands vertically integrated data center and connectivity platform 🟦 Strengthens last-mile delivery and network capabilities 🟦 Enhances service offering for AI, enterprise, and cloud customers 🟦 Supports CCDS’ international Tier II/III data center roll-up strategy PR: tinyurl.com/mrxa3e33 #DataCenters #AIInfrastructure #CloudInfrastructure
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Press Release: @EnterpriseGrp | $E.TO $ETOLF Enterprise Group plans to change its name to Evolution PowerX Corp., reflecting its strategic shift toward distributed power generation and energy infrastructure solutions. Highlights: 🔷 Natural gas turbine & microgrid platform 🔷 Growing industrial power demand 🔷 Lower-emission alternative to diesel generation 🔷 Positioned for long-term infrastructure growth Ticker symbol “E” to remain unchanged. PR Link: tinyurl.com/5f9t75t8 #TSX #Energy #Microgrids #PowerInfrastructure
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Thesis Capital Inc. retweeted
There are 300 data centers in Canada. Over 5,000 in the US. Almost all of them privately owned with no exit. @CarrierCDS $CCDS.V is buying them. 5 data centers closed in 5 months. $10.5M raised through Canaccord and Beacon. 4 to 6 more acquisitions planned this year. Analyst target $3. Trades at $1.18. Full thesis below. open.substack.com/pub/holdmy… #DataCenters #DataInfrastructure #CloudInfrastructure #AIInfrastructure #DigitalInfrastructure #Connectivity
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Press Release: @EnterpriseGrp | $E.TO $ETOLF Enterprise Group Reports Q1 2026 Results 🟦 Revenue 16% YoY to $12.0M 🟦 Adj. EBITDA 23% YoY to $5.4M 🟦 EBITDA Margin expanded to 45% 🟦 Continued adoption of turbine power generation solutions Activity levels continued to increase across Alberta as Enterprise delivered another strong quarter. News release: tinyurl.com/48hvh6ak #TSX #Energy #OilAndGas #Investing #SmallCap
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Press Release: @builddirect | $BILD.V $BDCTF BuildDirect announced the closing of its acquisition of Tile Outlet of America (TOA). Key Highlights: 🟦 TOA generated ~US$19.5M unaudited 2025 sales 🟦 Expands Florida footprint with 3 showroom locations 🟦 Expected Adjusted EBITDA accretive with identified cost synergies Full PR: tinyurl.com/5tpaejw6 #BILD #BDCTF #TSXV #Stocks #SmallCap #Retail
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Press Release: @CarrierCDS | $CCDS.V $CCDSF Carrier Connect has completed its acquisition of network connectivity and last-mile delivery assets from Morewave Communication. Highlights: 🟦 Expands vertically integrated data center and connectivity platform 🟦 Strengthens last-mile delivery and network capabilities 🟦 Enhances service offering for AI, enterprise, and cloud customers 🟦 Supports CCDS’ international Tier II/III data center roll-up strategy PR: tinyurl.com/mrxa3e33 #DataCenters #AIInfrastructure #CloudInfrastructure
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Press Release: @CarrierCDS | $CCDS.V $CCDSF Carrier Connect Data Solutions signs definitive agreement to acquire connectivity assets from Morewave Communication Inc. • ~$725K ARR | 25% margins • 15–20% immediate revenue uplift • Expands last-mile network capabilities Strengthens vertical integration across data center platform. 🔗 tinyurl.com/4ewes26t #CCDS #DataCenters #AI #Microcap #TSXV
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Press Release: @EnterpriseGrp | $E.TO $ETOLF Enterprise Group announces Canada’s first fully turbine-powered drilling operation • ~1 MW power (80-day, 4-well pad) • Zero downtime • ~7,000L diesel displaced/day • $200,000 expected savings 🔗 tinyurl.com/45mxzjdx #TSX #OilandGas #Energy #ESG #Microgrid #Investing #SmallCap
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Press Release: @RampMetals | $RAMP $RAMP.V #6DK Ramp Metals Inc. reports strong initial results from its 2026 drill program at Rottenstone SW: - 21m @ 0.80% Cu, 17.01 g/t Ag, 0.73% Zn - Incl. 3m @ 1.50% Cu - Mineralization intersected across a 1.1 km trend - Indications of continuity and a new deeper zone Multiple assays pending. PR Link: tinyurl.com/svd53pz9 #Mining #Copper #TSXV
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Press Release: @CarrierCDS | $CCDS.V $CCDSF Carrier Connect Data Solutions signs LOI to acquire Rochester data center assets 🇺🇸 ◻️ Potential U.S. market entry ◻️ Adds customers capacity ◻️ Expands AI & colocation platform Read: tinyurl.com/ejt7keuc #AI #DataCenters #TSXV #SmallCaps
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Press Release: @CarrierCDS | $CCDS.V $CCDSF Carrier Connect appoints Mark Alexander as Chief Revenue Officer - Ex-Purolator commercial sales leader - Focus on revenue growth, retention & pricing - Strong track record in pipeline execution Adds real commercial depth as platform scales Press Release: tinyurl.com/4d7px474 #CCDS #AI #DataCenters #MicroCap #DigitialInfrastructure
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$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
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Thesis Capital Inc. retweeted
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.
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Thesis Capital Inc. retweeted
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.
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