Serenity Investment Engine

What it does

This skill implements the investment methodology of Serenity (@aleabitoreddit), treating the market as a physical system rather than a ticker feed. It focuses on 'bottlenecking the shovel sellers' by identifying critical supply chain dependencies and asymmetric risk/reward profiles in the AI hardware and infrastructure stack.

When to use it

Activate when analyzing stocks or sectors related to AI supply chains, including semiconductors, photonics, memory, liquid cooling, and robotics. It is designed for deep-dive equity research rather than quick price predictions.

What's included

• Instructions: A rigorous SOP for mapping supply chains from downstream capex anchors back to critical bottlenecks.
• Analysis Framework: 14 criteria for 'Good Bottlenecks' and 10 'Red Flags' to avoid investment traps.
• Valuation Models: Specialized tools for hyper-growth and bottleneck-driven valuation instead of traditional P/E ratios.
• Quality Control: Built-in requirements for an independent reviewer sub-agent to prevent confirmation bias.

Compatible agents

Designed for Claude Code and other advanced agents capable of multi-step research, web browsing for OSINT, and spawning sub-agents for verification.