The Bell Approaches: Low Float (VDTA) Tops Our Watchlist With Big News This Week

Catch what happened early Thursday?

Any content you receive is for information purposes only. Always conduct your own research. *Sponsored The Bell Approaches: Low Float (VDTA) Tops Our Watchlist With Big News This Week *Click Here To Get Our Alerts Faster Via SMS* September 18th Dear Reader, Catch what happened early Thursday? Our most recent profile was making moves. Following a Wednesday close of $.497, it ripped on a green move to a high of $.73 the next day. That's an approx. 46% run in almost no time at all. At the same time, something else caught our attention... Forget the chips for a second. The bottleneck in artificial intelligence isn't silicon anymore. It's who can put silicon, power, buildings, and capital in the same room on the same timeline. That job pays, and almost nobody does it well. This week a company with a market cap around $88Mn stepped into that job twice. Vertical Data Inc. (OTCQB: VDTA) secured a $192.1Mn, five-year infrastructure commitment from a global AI developer on September 15th. The Letter of Intent covers a dedicated, single-tenant cluster of 1,024 NVIDIA B300 Blackwell Ultra GPUs running across 128 NVIDIA HGX B300 servers in Western Europe. Look at the structure, not the headline number. It's a binding take-or-pay arrangement with contractual deposit requirements, carrying multi-petabyte storage, 24/7 managed support and SOC 2 Type II, ISO 27001 and GDPR compliance for sovereign AI workloads. Service is targeted to begin in the first quarter of 2027. Then came the encore. Two days later the company structured a separate deployment valued near $189Mn, a single Canadian site built on next-generation NVIDIA GB300 NVL72 infrastructure under a multi-year cloud services agreement for a global cloud provider. Management is careful here, and so are we: that figure is an estimate of infrastructure and procurement value, not recognized or contracted revenue. Here's the part that should stop you. Yahoo Finance puts the public float near 2.03Mn shares. A float of that size marks VDTA as a low float idea, which means the potential for heightened volatility may be significant. Under The Hood Vertical Data isn't a hardware reseller wearing an AI badge. It runs three businesses that feed each other, per its company overview. VerticalData.io provisions enterprise GPUs and manages the estate. GPUfinancing.com writes the capital structure, using SPV-based, bankruptcy-remote facilities sized from $30Mn to $1Bn and beyond. Vertical Edge, launched in June, buys and operates the buildings. Edge data center market projection. Source: MarketsandMarkets Provision it. Finance it. House it. Most competitors do one of those three and outsource the rest, which is exactly why timelines slip. VDTA Chief Executive Officer, Deven Soni, came out of Lazard and Goldman Sachs, and the model reads like a banker's answer to an engineering problem. Distribution is wider than the balance sheet suggests. A reseller and referral agreement with Ascenty opens a path into 40 Latin American data centers across Brazil, Chile, Mexico and Colombia, 27 live and 13 under construction, tied together by roughly 4,000 km of fiber on renewable power. This is a small company writing very large contracts. What They Said The commitment “proves that our strategy of delivering turnkey capacity is exactly what the market needs,” Soni said when the European deal was announced. Note the word turnkey. It's the entire pitch. Days later, on the Canadian deployment, he described function rather than product: “bringing together compute, capital and operating partners” to execute large-scale builds. Customers aren't buying GPUs here. They're buying certainty that a cluster turns on when the contract says it will. The Pivot: From Broker To Owner The strategic shift landed quietly in the first half of September. Vertical Data hired Christopher Larsson, who spent nearly seven years building hyperscale data centers at Meta across the United States and Scandinavia, as Head of Infrastructure. Three days after that, the reason showed up. The company signed a definitive purchase agreement for a 4.5 MW industrial data center site in Sollefteå Municipality, Central Sweden, through majority-owned Vertical Data Nordic AB, with an application underway to expand it to 100 MW. Soni shared, “This project is one of several in our active conversion pipeline representing 250 MW+ of global data center opp’s that would see us transforming existing industrial sites into institutional grade AI data centers.” Hire the builder, then buy the site. That sequence turns a broker into an owner of the one asset the AI cycle cannot manufacture: powered land. Six Potential Catalysts Put (VDTA) On Our Watchlist For Friday #1. A Float That Sits Near 2Mn Shares. Yahoo Finance data of that kind marks VDTA as a low float idea where the potential for heightened volatility may be significant. #2. Two Contracts Announced Within A Single Week. Deals of $192.1Mn and roughly $189Mn arrived three days apart, which is uncommon cadence for a company the size of VDTA. #3. A Meta Hyperscale Program Leader Now Runs Builds. Christopher Larsson's seven years of Meta data center experience arrived at VDTA the same month construction plans did. #4. Nordic Site Carries A 100 MW Expansion Application. Powered land is the scarcest asset in this cycle, and VDTA now holds a claim on some of it. #5. Financing Arm Sized From $30Mn To $1Bn. GPUfinancing.com lets VDTA fund the hardware it sells instead of waiting on a customer's bank. #6. Data Center Spending Outlook Doubled In Eight Months. Dell'Oro Group now projects 2030 data center capital spending above $3Tn, the wave VDTA is positioning inside. Final Thoughts There’s a lot cooking here for Vertical Data, Inc. (OTCQB: VDTA). A global cloud provider and a foundation model developer both handed structuring work to a company this small in the same week, while Dell'Oro Group was lifting its 2030 data center spending outlook above $3Tn. Read the filings, watch the Sweden permit, and track whether that first quarter 2027 start date holds. Coverage is officially initiated on Vertical Data, Inc. (OTCQB: VDTA). Be on the lookout for our updates coming your way soon. Sincerely, FierceAnalyst | Jaks Swift Editorial Writer (Always Remember The St-ock Prices Could Be Significantly Lower Now From The Dates I Provided.) *FierceInvestor (FierceInvestor . com) is owned by SWN Media LLC, a limited liability company. Data is provided from third-party sources and FierceInvestor ("FI") is not responsible for its accuracy. Make sure to always do your own research and due diligence on any day and swing profile I bring to your attention. We do not provide personalized fin-ancial advice, are not finan-cial advisors, and our opinions are not suitable for all in-vest-ors. Pursuant to an agreement between SWN Media LLC and TD Media LLC, SWN Media LLC has been hired for a period beginning on 09/17/2026 and ending on 09/18/2026 to publicly disseminate information about (VDTA:US) via digital communications. Under this agreement, TD Media LLC has paid SWN Media LLC seventeen thousand five hundred USD ("Funds"). These Funds were part of the twenty five thousand USD funds that TD Media LLC received from a third party named Sideways Frequency LLC who did receive the Funds directly or indirectly from the Issuer and does not own st-ock in the Issuer but the reader should assume that the clients of the third party own shares in the Issuer, which they will liquidate at or near the time you receive this communication and has the potential to hurt share prices. Neither SWN Media LLC, TD Media LLC and their member own shares of (VDTA:US). Please see important disclosure information here: https://fierceinvestor.com/disclosure/vdta-e7mfr/#details

Fierce Investor | 4808 NW 2nd Ave Unit #388 | Boca Raton, FL 33431 US Unsubscribe | Constant Contact Data Notice