Canada Is Finally Waking Up. These Stocks Could Soar

Omelchak argues Canada's infrastructure, defense and data-center power buildout remains underpriced despite early gains in names like Bird Construction.

• Build Canada thesis: Omelchak calls Canada's infrastructure/defense/energy spending a "generational opportunity," citing bird construction's 40% backlog growth as early proof of a real, non-hyped shift.
• 5N Plus buying opportunity: Critical-metals supplier for satellites/solar (revenue growing from $250M to $550M+) saw a transitory equipment-overheating setback; Omelchak sees it becoming a billion-dollar business.

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