1/15 Investors following $COV.V have been waiting for the next stage of the turnaround. CEO Brent Ashton quickly took COV from losing money to profitability after arriving in 2024. Revenue growth has been the missing piece. Is Q3 finally showing signs of an inflection? • Revenue +20% • Gross profit +73% • Adj. EBITDA >3x • EPS C$0.10 vs. C$0.00 At C$3.57, that’s 8.9x Q3 annualized EPS, with C$19.4M cash and no bank debt. But one number buried beneath the headlines stands out: Revenue from COV’s top 50 existing hospital customers grew 46% while retaining every one of them. Let’s InfoArb $COV.V. 🧵

Plenty of boring stocks approaching 52 week highs in the @MSmicrocaps Index - as the mini correction in tech and AI dominates headlines. 🇺🇸 $SCIA $MG $AMNF $FACO $BUKS $KRT $RCEL 🇨🇦 $FTG.TO $OML.V $BRM.V $MG merger arb is interesting. $SCIA is quietly inching higher. @leevalueroach likes $BUKS @bmb21 likes $AMNF @Atrium_Research likes the 🇨🇦 lineup @Diego_La_Torre_ likes $OML $BRM $BUKS Make sure to follow all four of these very talented investors.

Rely less on FUD headlines like the Open AI revenue miss BS and more on facts. Facts from $III 👉 Regarding spending on infrastructure services👇 “The AI infrastructure boom is still accelerating,” said Steve Hall, ISG’s chief AI officer and leader of the ISG Index. “The hyperscalers continue to post strong growth and are committing extraordinary levels of capital to new capacity. While supply is growing, this is definitely a demand-driven market. Providers are continuing to build because enterprise demand for compute, storage and AI capacity remains exceptionally strong. The implication is the infrastructure cycle still has room to run. We are not yet seeing a clear peak.” “It was the highest quarterly growth rate for the combined market ever recorded by ISG, and the ninth consecutive quarter the market grew by double-digits versus the prior year.” monitor.infoarb.io/news-feed…

Nice to see Lake Street is joining the $RFIL party we’re already at… #VIP 🥳

$INTT issues some strong guidance: •Orders of $48 to $59 million, an increase of 28% to 33% vs. Q3 2025. •Semiconductor orders strong Q3 Revenue to be up 30%+ •Backlog of $58 to $60 million at September 30, 2026, up 28% to 32% vs. June 30, 2026 monitor.infoarb.io/news-feed…

Predetermined “hot buttons” - watchlist & filter monitors. This seemingly simple enhancement to our platform that continues to help you streamline your stock research process is much bigger than you might think. Stay tuned for more details. Thank you for all your support.🙏

8/15 During a September 2024 @Geoinvesting Skull Session, Ashton (CEO) previously explained how this strategy is supposed to work. Get a product like IV Clear into one department of a hospital, expand into other departments like oncology or the ER and introduce additional products like VALGuard. Despite the recent growth, Covalon says its Contamination Protection products are still in only a couple hundred of roughly 6,000 U.S. hospitals.

7/15 But here’s the number investors may want to pay closest attention to: Covalon retained 100% of its top 50 hospital-system customers. Revenue from those SAME customers grew 46% and four of its five largest U.S. vascular-access hospital accounts grew more than 50% YTD. COV also added another 58 hospital locations. So, COV isn’t just adding hospitals, existing hospitals are buying substantially more.

6/15 COV’s U.S. Vascular Access & Surgical revenue grew 51% in Q3 2026 Management says the underlying market is growing around 5%, with hospitals representing more than half of vascular-access-device demand. And inside this business, Covalon’s emerging Contamination Protection category grew 68% YoY and 34% sequentially.