Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].

First, AI is taking aim at financial analysts. Anthropic’s Claude for Financial Services can analyze market data, build DCF models, and generate investor decks – complete with on-brand deliverables – while OpenAI’s “ChatGPT agent” can conduct research and build spreadsheets and decks while you’re out to lunch. Junior roles may be the first to feel the squeeze.

Next, the GENIUS Act was just signed into law, becoming the first federal regulatory framework for USD-pegged stablecoins. The bill clears the way for banks, fintechs, and even retailers like Walmart and Amazon to explore their own stablecoins.

Finally, China’s flex of its rare-earth dominance is causing shortages and spurring investment in the US supply chain. MP Materials – with backing from the Pentagon and Apple – is expanding its processing and magnet production, while Ramaco just opened the first new rare-earths mine in the US in 70+ years.

Enjoy.

– Tam

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