RJ Hamster
74 new lithium mines needed – this explorer holds…
The world needs 74 new lithium mines by 2035.
Few companies are positioned alongside a group actively building them.
One TSX Venture-listed company operates a 50/50 partnership with Ganfeng Lithium, the world’s largest lithium chemical producer and the force behind one of the largest lithium deposits globally.
That changes the entire equation. They’re working alongside a global industry leader with aligned incentives, shared funding, and a clear path from discovery to production.
And it’s doing it in one of the last places the industry hasn’t fully explored.
The explorer controls more than 4,200 km² across six African countries – the largest lithium-focused land position on the continent, in regions that have seen only a fraction of global exploration spending.
At its flagship Springbok Project, the company has already outlined what appears to be a new lithium district stretching over 50 kilometers, with more than 40 known spodumene-bearing pegmatites.
Sitting at surface is a stockpile with an estimated value of ~US$4.2 million, enough to effectively cover the project’s acquisition cost and fund upcoming drilling without dilution.
So, while most companies are raising capital just to begin drilling… this one may already have the means to move forward. And Springbok is only one piece of the story.
In Mali, the company holds ground directly beside Ganfeng’s own massive deposit.
In Zimbabwe, it moved from first pass to a meaningful drill intercept in under six months.
In Ivory Coast, drilling is already underway.
Same style of geology, same type of targets, and with a global lithium heavyweight already at the table.
Get the full breakdown on this TSXV-listed company.
Tomorrow Investor
Exclusive Story
These 3 Stocks Just Rewarded Investors With Big Dividend Bumps
Authored by Leo Miller. Publication Date: 3/31/2026.
Key Points
- Micron just announced its first dividend boost in years, with its 30% lift being double the size of its previous increase.
- Tencent, China’s leader in music streaming, just increased its dividend yield, which now sits well above 2%.
- Despite deteriorating housing market expectations, Williams Sonoma announced a substantial dividend increase.
- Special Report: Have $500? Invest in Elon’s AI Masterplan
For income investors, few things are as rewarding as receiving quarterly dividend payouts. Almost as satisfying is learning that the stocks in a yield-focused portfolio are increasing those payouts.
For shareholders of three high-profile names, that is precisely the case — one of them announced a hefty 33% dividend increase.
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While dividend boosts aren’t uncommon, stock price performance and dividend-yield shifts tell different stories. The following semiconductor linchpin, Chinese streaming leader, and premium home-goods retailer each illustrate distinct dynamics.
Micron Boosts Its Dividend Following a +300% Surge
After posting blistering gains over the past year, Micron Technology (NASDAQ: MU) is returning to dividend increases. Shares are up about 25% year-to-date (YTD) and have climbed more than 300% over the past 12 months, driven by a shortage of high-bandwidth memory chips that are critical to artificial intelligence deployments.
That demand has been an enormous tailwind. In its Q2 2026 earnings report, Micron reported revenue of $23.9 billion, beating estimates by nearly $4 billion. Its guidance for the next quarter was even more impressive: at the midpoint Micron expects revenue of $33.5 billion, which would top analyst expectations by more than $9 billion.
Alongside the strong results, Micron announced a 30% increase to its quarterly dividend. The company plans to pay the next dividend on April 15 to shareholders of record on March 30.
On the surface Micron’s indicated dividend yield—below 0.2%—is modest. What makes the move notable is that it is the company’s first dividend increase in nearly four years; Micron last raised its dividend in mid-2022.
Williams Sonoma Boosts Dividend 15% Despite Weakening Housing Outlook
Williams Sonoma (NYSE: WSM), the owner and operator of Williams Sonoma, Pottery Barn, and West Elm, had gained more than 17% YTD through early February before tumbling roughly 21% from its 2026 high.
With housing demand softening amid still-elevated interest rates and home prices near record levels, Williams Sonoma has felt pressure. The company relies on housing transactions to drive demand for premium home products, since big-ticket items are often purchased alongside home sales. Over the past several months, management’s tone about a potential 2026 housing recovery has shifted noticeably.
In November, during the company’s Q3 2025 earnings call, CEO Laura Alber said she was “very optimistic about housing next year.” By March, in the Q4 earnings call, Alber said, “We are not building into our assumptions a meaningful housing recovery.” That change is partly attributable to the rapid rise in oil prices driven by the conflict in Iran and the resulting economic fallout globally (Williams Sonoma operates stores in the United States, Canada, Australia, and the United Kingdom, and ships products to more than 60 countries).
Higher oil prices can push inflation up, making it less likely the Federal Reserve will cut rates soon. That can keep mortgage rates elevated and depress housing turnover — and with it, demand for Williams Sonoma’s products.
Still, shares are up nearly 11% over the past year, and the company is following through on returning capital to shareholders. Williams Sonoma recently announced a 15% dividend increase, raising its quarterly payout to $0.76 per share. The next payment is expected on May 22 to shareholders of record on April 17. The stock’s indicated dividend yield now sits at about 1.5%, its highest level in nearly a year.
Tencent: Profits and Dividends Soar as Shares Slide
Finally, Tencent Music Entertainment Group (NYSE: TME) — China’s largest music streaming service by active users — reported roughly 528 million monthly active users (MAUs).
Investors have punished the shares in 2026, sending them down more than 45% YTD amid intensifying competition. ByteDance, owner of Douyin (the Chinese version of TikTok), has expanded its Soda Music platform rapidly: Soda reached 120 million MAUs in September 2025, a year-over-year increase of about 90%, and reports suggest that figure rose to 140 million by March 2026. Over the same period, Tencent Music’s total MAUs fell about 5% from Q4 2024 to Q4 2025.
Despite the decline in total MAUs, Tencent Music’s revenues increased roughly 16% year-over-year, and operating profit rose an impressive 53.4% year-over-year. Paying users grew by about 5.3% year-over-year, helping offset the overall user decline. However, because TME’s base of total MAUs is shrinking, the ceiling for future paid-user expansion may be lower.
TME now trades at a forward price-to-earnings (P/E) ratio near 10x, tied for its lowest level in five years. One silver lining for income-minded investors: the indicated dividend yield is near historic highs — roughly 2.5% — following a 33% dividend increase. TME’s annual dividend rises to $0.24 per American Depository Share and is expected to be paid “on or around” April 23 to shareholders of record on April 2.
MU’s Forward P/E Reflects Rising Earnings Expectations
MU, WSM, and TME are three companies with very different trajectories, but each is working to deliver more capital to shareholders.
Micron is among the most interesting names going forward. Even after a huge run-up, the stock’s forward P/E ratio is about 16.87, because earnings expectations have risen even faster than the share price.
Whether the stock would face a correction if the memory shortage eases remains a key risk. For now, analysts see nearly 35% potential upside over the next 12 months.
Special Report
Is the ARK Innovation ETF Finding a Floor? Tesla and Robinhood Set the Tone
Written by Jessica Mitacek. Published: 3/20/2026.
Key Points
- Despite gaining nearly 50% over the last year, ARKK has dropped almost 9% YTD and remains roughly 55% below its 2021 peak.
- The fund’s performance is heavily tied to volatile growth stocks that have seen sharp corrections, though analysts suggest its top-tier holdings have massive upside potential.
- While the ETF’s aggregate analyst rating is a Moderate Buy, institutional selling recently outpaced buying and macroeconomic headwinds could delay tech’s recovery.
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Cathie Wood, the founder and CEO of Ark Invest, is no stranger to the volatility common in the tech sector. Her firm and its flagship exchange-traded fund (ETF) focus on companies known for disruptive innovation.
But with tech stocks selling off late last year and into 2026 — and the sector down more than 4% year-to-date — confidence in the ARK Innovation ETF (BATS: ARKK) may be wavering.
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The fund, which gained close to 50% over the past year, has nevertheless lost nearly 9% year-to-date (YTD) and is down about 45% over the past five years, including roughly a 55% decline from its Feb. 12, 2021, all-time high.
Given this year’s flight to safety and tech’s simultaneous sell-off, Wood’s ARKK could be approaching a bottom — positioning the fund as a potential bounce-back candidate for the remaining three quarters of 2026.
ARKK’s Big-Name Holdings Have Had Big-Time Corrections
Wood is famously bullish on Elon Musk-led Tesla (NASDAQ: TSLA).
In fact, the Magnificent Seven EV maker is ARKK’s top holding, weighted at 10.35% (nearly 1.686 million shares). For context, no other holding exceeds a 6.28% weighting.
Tesla’s beta of 1.89 makes the point: the stock is almost twice as volatile as the broad market. Holding Tesla — or funds like ARKK that have Tesla near the top — introduces that volatility to a portfolio. That’s shown this year as TSLA has slipped more than 13% YTD.
It’s a similar story for popular retail trading platform Robinhood (NASDAQ: HOOD), which rocketed more than 346% from its one-year low on April 8, 2025, to its all-time high on Oct. 9, 2025. Since then, HOOD is down nearly 52%, including a YTD loss of more than 36%.
Analysts nonetheless expect good things from Robinhood, citing nearly 98% gross margins over the past three years, strong year-over-year revenue growth, and a recent foray into prediction marketsthat should boost top-line numbers in 2026.
Despite recent losses, analysts have assigned HOOD a consensus price target of $120.59, implying more than 64% upside from current levels. That’s notable for ARKK: Robinhood is the fund’s seventh-largest holding at 4.48% (nearly 3.711 million shares).
Other top holdings — including Advanced Micro Devices (NASDAQ: AMD), Roku (NASDAQ: ROKU), Coinbase (NASDAQ: COIN), and Shopify (NASDAQ: SHOP) — have posted YTD losses of 10.75%, 12.89%, 17.44%, and 22.49%, respectively.
Each of those six stocks — which together account for nearly one-third of ARKK’s holdings — has suffered along with the tech sector this year and has room to recover in the short- and medium-term.
Add Palantir (NASDAQ: PLTR), Roblox (NYSE: RBLX), Amazon (NASDAQ: AMZN), CoreWeave (NASDAQ: CRWV), and NVIDIA (NASDAQ: NVDA), and ARKK holds the pieces that could produce substantial gains once the tech sector bottoms and reverses.
Factors That Could Keep the ARKK Down
Despite the ETF receiving an aggregate rating of Moderate Buy based on 1,286 analyst ratings covering 50 of the fund’s holdings, there are reasons for caution.
Institutional buying outpaced selling in the first three quarters of last year. But as tech’s troubles deepened in Q4 2025, outflows of $340 million exceeded inflows of $327 million — the first time selling topped buying since Q4 2024.
Another warning sign comes from sector performance. This year, tech ranks seventh among the S&P 500’s sectors while the energy sector leads the index. The last time energy led the market was during the 2022 bear market, when tech stocks fell more than 28%.
To quote Mark Twain, “History doesn’t repeat itself, but it often rhymes.” Energy’s leadership, coupled with tech’s underperformance, doesn’t guarantee a full bear market, but it does encourage prudence. Tech stocks — and SaaS shares in particular — have been punished in 2026, and their bottom may not be immediate.
Ongoing geopolitical unrest, elevated market uncertainty, and weakness in the U.S. labor market and dollar are sustaining the rotation into defensive, cyclical, and safe-haven assets.
When tech’s bottom arrives, however, ARKK investors could see outsized gains, as leading names across microchips, e-commerce, crypto, and cloud storage are positioned to undergo healthy recoveries.
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