I got had a similar thing happen.
My buddy inherited a lake house from him father. The dock needed repair. We talked about it one evening and that same night, I got a dock supply house ad. We never once looked it up online since we are both general contractors and already know how to fix it.
Dock repair is too random of a subject to be a coincidence.
It's not. They can use your IP to see your approximate location is on a lake or your buddy did search and it associated to you via shared IP.