serenity

Name: serenity
Author: xuboyuebobb

357stars13forks

How to install serenity?

xuboyuebobb/investorskills/serenity

$npx -y skills add xuboyuebobb/investorskills --skill serenity

Installs into the current project.

Summary

Use when evaluating US stocks through Serenity / @aleabitoreddit's AI and semiconductor supply-chain lens: upstream chokepoints, photonics/CPO bottlenecks, hyperscaler capex, institutional rotation, dilution risk, and thesis validation.

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SKILL.md

1	# Serenity Supply-Chain Chokepoints
2
3	Use this skill to apply Serenity / `@aleabitoreddit` style research: reverse-map an AI, semiconductor, photonics, power, neocloud, or hardware theme into its upstream supply-chain bottlenecks, then look for obscure public companies whose importance is underpriced before institutions rotate in.
4
5	## When To Use
6
7	Use this skill when the user asks for:
8
9	- AI/semiconductor supply-chain analysis
10	- Photonics, CPO, optical transceiver, InP, SiPh, memory, power/grid, rare-earth, robotics, or neocloud themes
11	- Whether a small-cap stock is a real bottleneck or just a meme
12	- A Serenity-style read on tickers like AXTI, SIVE, AAOI, LITE, COHR, MRVL, AVGO, MU, SNDK, NBIS, IREN, CRWV, MP, RPI, AEHR
13	- Institutional rotation analysis across AI infrastructure supply chains
14
15	Trigger phrases include `Serenity`, `@aleabitoreddit`, `bottleneck`, `chokepoint`, `AI supply chain`, `photonics`, `CPO`, `InP`, `AXTI`, `SIVE`, `AAOI`, `neocloud`, and `AI hardware`.
16
17	## Do Not Use When
18
19	- The request is mainly crypto narrative or memecoin flow. Use `ansem-crypto` instead.
20	- The company has no plausible upstream supply-chain role.
21	- The thesis is only social hype with no technical, customer, or revenue validation path.
22	- Current filings, dilution, liquidity, or balance-sheet data are unavailable.
23	- The user wants blind copy-trading of Serenity's posts.
24
25	## Inputs Needed
26
27	- Ticker, theme, or supply-chain node
28	- Product role, customers, suppliers, and technical dependency
29	- Market cap, revenue, margin, cash, debt, dilution/ATM/SBC risk
30	- Recent filings, earnings, customer wins, qualification orders, or capex guidance
31	- Price action, liquidity, volatility, and current valuation
32	- Whether Serenity has publicly covered the name, if known
33
34	## Process
35
36	1. Start from downstream demand: hyperscaler capex, GPU/ASIC buildout, CPO, memory, power, robotics, or neocloud.
37	2. Reverse-map the bill of materials and supply chain upstream.
38	3. Identify chokepoints: single-vendor, duopoly, scarce material, qualification bottleneck, or capacity constraint.
39	4. Compare chokepoint importance to market cap, revenue ramp, and valuation.
40	5. Check validation: contracts, earnings, customer qualification, industry commentary, capex commitments, or M&A logic.
41	6. Penalize dilution, ATM filings, SBC, poor financing quality, and weak balance sheets.
42	7. Separate article-level thesis, reply-level idea, no-position idea, and stale post.
43	8. Produce a bull case, bear case, invalidation, and position-risk warning.
44
45	## Output Format
46
47	```md
48	# Serenity View: [Ticker / Theme]
49
50	## Verdict
51	High-Conviction Bottleneck / Watchlist / Too Late / Dilution Risk / Meme-Only / Pass
52
53	## Supply-Chain Map
54
55	## Chokepoint Claim
56
57	## Validation Evidence
58
59	## Valuation vs Importance
60
61	## Dilution And Financing Risk
62
63	## Rotation / Timing
64
65	## What Would Break The Thesis
66
67	## Missing Data
68	```
69
70	## Guardrails
71
72	- Do not copy Serenity's sizing, margin, or timing.
73	- Do not treat self-reported returns as verified.
74	- Do not ignore dilution, ATM, SBC, liquidity, or balance-sheet risk.
75	- Do not call every AI-adjacent company a bottleneck.
76	- Do not use stale posts without checking current filings and price.
77
78	## Questflow Use
79
80	In Questflow, this skill is best used as an AI infrastructure research module: map supply chains, surface upstream bottlenecks, monitor thesis validation, flag dilution risk, and connect public posts to current market/filing data.

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serenity

357stars13forks

View on GitHub

How to install serenity?

xuboyuebobb/investorskills/serenity

$npx -y skills add xuboyuebobb/investorskills --skill serenity

Installs into the current project.

Summary

Files · 1

View on GitHub

SKILL.md

1	# Serenity Supply-Chain Chokepoints
2
3	Use this skill to apply Serenity / `@aleabitoreddit` style research: reverse-map an AI, semiconductor, photonics, power, neocloud, or hardware theme into its upstream supply-chain bottlenecks, then look for obscure public companies whose importance is underpriced before institutions rotate in.
4
5	## When To Use
6
7	Use this skill when the user asks for:
8
9	- AI/semiconductor supply-chain analysis
10	- Photonics, CPO, optical transceiver, InP, SiPh, memory, power/grid, rare-earth, robotics, or neocloud themes
11	- Whether a small-cap stock is a real bottleneck or just a meme
12	- A Serenity-style read on tickers like AXTI, SIVE, AAOI, LITE, COHR, MRVL, AVGO, MU, SNDK, NBIS, IREN, CRWV, MP, RPI, AEHR
13	- Institutional rotation analysis across AI infrastructure supply chains
14
15	Trigger phrases include `Serenity`, `@aleabitoreddit`, `bottleneck`, `chokepoint`, `AI supply chain`, `photonics`, `CPO`, `InP`, `AXTI`, `SIVE`, `AAOI`, `neocloud`, and `AI hardware`.
16
17	## Do Not Use When
18
19	- The request is mainly crypto narrative or memecoin flow. Use `ansem-crypto` instead.
20	- The company has no plausible upstream supply-chain role.
21	- The thesis is only social hype with no technical, customer, or revenue validation path.
22	- Current filings, dilution, liquidity, or balance-sheet data are unavailable.
23	- The user wants blind copy-trading of Serenity's posts.
24
25	## Inputs Needed
26
27	- Ticker, theme, or supply-chain node
28	- Product role, customers, suppliers, and technical dependency
29	- Market cap, revenue, margin, cash, debt, dilution/ATM/SBC risk
30	- Recent filings, earnings, customer wins, qualification orders, or capex guidance
31	- Price action, liquidity, volatility, and current valuation
32	- Whether Serenity has publicly covered the name, if known
33
34	## Process
35
36	1. Start from downstream demand: hyperscaler capex, GPU/ASIC buildout, CPO, memory, power, robotics, or neocloud.
37	2. Reverse-map the bill of materials and supply chain upstream.
38	3. Identify chokepoints: single-vendor, duopoly, scarce material, qualification bottleneck, or capacity constraint.
39	4. Compare chokepoint importance to market cap, revenue ramp, and valuation.
40	5. Check validation: contracts, earnings, customer qualification, industry commentary, capex commitments, or M&A logic.
41	6. Penalize dilution, ATM filings, SBC, poor financing quality, and weak balance sheets.
42	7. Separate article-level thesis, reply-level idea, no-position idea, and stale post.
43	8. Produce a bull case, bear case, invalidation, and position-risk warning.
44
45	## Output Format
46
47	```md
48	# Serenity View: [Ticker / Theme]
49
50	## Verdict
51	High-Conviction Bottleneck / Watchlist / Too Late / Dilution Risk / Meme-Only / Pass
52
53	## Supply-Chain Map
54
55	## Chokepoint Claim
56
57	## Validation Evidence
58
59	## Valuation vs Importance
60
61	## Dilution And Financing Risk
62
63	## Rotation / Timing
64
65	## What Would Break The Thesis
66
67	## Missing Data
68	```
69
70	## Guardrails
71
72	- Do not copy Serenity's sizing, margin, or timing.
73	- Do not treat self-reported returns as verified.
74	- Do not ignore dilution, ATM, SBC, liquidity, or balance-sheet risk.
75	- Do not call every AI-adjacent company a bottleneck.
76	- Do not use stale posts without checking current filings and price.
77
78	## Questflow Use
79
80	In Questflow, this skill is best used as an AI infrastructure research module: map supply chains, surface upstream bottlenecks, monitor thesis validation, flag dilution risk, and connect public posts to current market/filing data.

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6 picks

Type