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Enormous winners normally have two issues going for them: a robust enterprise pattern and recent numbers to again up the joy. On this market, traders are watching corporations tied to synthetic intelligence (AI), information centres, vital metals, and treasured metals.

These themes nonetheless have momentum, however one of the best alternatives want greater than an excellent story. They want income development, bettering earnings, and a transparent path for extra upside. These two shares each match that display, although every comes with dangers traders shouldn’t ignore.

CLS

Celestica (TSX:CLS) has changed into certainly one of Canada’s most talked-about expertise shares, and for good motive. Celestica inventory helps design, manufacture, and provide {hardware} for main clients throughout information centres, cloud computing, aerospace, defence, well being tech, and industrial markets. Its greatest development engine proper now comes from AI infrastructure. As corporations spend closely on servers, networking gear, and high-performance computing, Celestica inventory has discovered itself in the correct place on the proper time.

The final yr introduced a pointy shift in how traders view the inventory. Celestica inventory not seems to be like a quiet manufacturing title, however a serious AI infrastructure play. Its Connectivity and Cloud Options section retains driving development, helped by demand from giant cloud and data-centre clients. The corporate additionally received a program tied to a co-packaged optics Ethernet swap for a hyper-scaler buyer, with manufacturing anticipated to ramp in 2027. That offers traders one more reason to look past this yr’s outcomes.

These outcomes look spectacular. Within the first quarter of 2026, income jumped 53% yr over yr to US$4.05 billion, whereas adjusted earnings per share (EPS) rose to US$2.16 from US$1.20. Adjusted working margin hit 8%, a recent milestone for the corporate. Celestica inventory additionally raised its 2026 outlook to US$19 billion in income and US$10.15 in adjusted EPS. The catch? Valuation has already climbed. The inventory not too long ago traded round 51 instances trailing earnings, so traders are paying up for development. If AI spending slows, shares may pull again quick.

AYA

Aya Gold & Silver (TSX:AYA) provides traders a really totally different type of upside. It’s a Canadian treasured metals firm targeted on Morocco, with its key asset being the Zgounder silver mine. Silver has attracted extra consideration as traders take a look at each treasured metallic demand and industrial demand from photo voltaic, electronics, and electrification. Aya sits in a candy spot as a result of it gives silver publicity, manufacturing development, and a creating challenge pipeline.

The final yr modified the story in an enormous means. Aya accomplished the ramp-up of Zgounder, turning stronger manufacturing into file monetary outcomes. It additionally superior Boumadine, a challenge with main long-term potential. The corporate’s 2025 preliminary financial evaluation for Boumadine outlined a base-case post-tax web current worth of US$1.5 billion and an inner charge of return of 47%. That’s the type of challenge information that may maintain development traders , particularly when silver costs keep agency.

The earnings present actual progress. Full-year 2025 income reached US$202 million, up fivefold from 2024. Internet earnings got here in at US$46 million, or US$0.32 per diluted share, in contrast with a loss the yr earlier than. Working money movement hit US$72 million, whereas money and equivalents reached US$136 million at year-end. The inventory isn’t low cost, although. Traders are already pricing in lots of development at 54.7 instances earnings. Aya nonetheless wants robust silver costs, easy mine execution, and regular progress at Boumadine to justify that optimism.

Backside line

In brief, Celestica inventory gives a direct solution to put money into AI infrastructure development, backed by surging income and stronger steering. Aya gives silver publicity with bettering earnings and an even bigger growth story. Each shares might be large winners this yr if their developments maintain shifting in the correct path. However neither one is a bargain-bin decide. Traders ought to deal with them as thrilling development shares, not risk-free rides.