
leoskiex/chokepoint-atlas
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Chokepoint Atlas is a reusable research skill for finding real bottlenecks in AI infrastructure supply chains.
概要
Chokepoint Atlas is a reusable research skill for finding real bottlenecks in AI infrastructure supply chains. 它不是上来就给股票代码的选股 prompt。 它更像一个研究助手,专门帮你做一件事: 1. 先确认终端系统 2. 再拆供应链栈 3. 找真正的瓶颈 4. 用财报、研报、产业新闻交叉验证 5. 先给方向,再给名字 - AI 光通信 - 封装与测试 - 数据中心供电 - 液冷与热管理 - 机器人供应链 - 其他 AI 基础设施方向 is an agent skill for AI infrastructure research. It is not a stock-picking prompt that jumps straight to tickers. It is a research workflow designed to do one thing well: 1. Define the end system 2. Map the supply-chain stack 3. Find the real constraint 4. Cross-check with earnings, reports, and industry news 5. Output the direction first, then candidate names - AI optical interconnect - packaging and testing - datacenter power delivery - liquid cooling and thermal management - humanoid robotics supply chains - other AI infrastructure lanes
README
Chokepoint Atlas
Chokepoint Atlas is a reusable research skill for finding real bottlenecks in AI infrastructure supply chains.
中文
Chokepoint Atlas 是一个面向 AI 基础设施研究的 Agent Skill。
它不是上来就给股票代码的选股 prompt。
它更像一个研究助手,专门帮你做一件事:
把热门 AI 叙事拆成真实供应链,再找出最容易卡脖子的那一层。
核心流程很简单:
- 先确认终端系统
- 再拆供应链栈
- 找真正的瓶颈
- 用财报、研报、产业新闻交叉验证
- 先给方向,再给名字
它适合拿来研究:
- AI 光通信
- 封装与测试
- 数据中心供电
- 液冷与热管理
- 机器人供应链
- 其他 AI 基础设施方向
它不适合:
- 直接要短线代码
- 只想看情绪和热度
- 不想看逻辑、只想抄答案
一句话说:
Chokepoint Atlas 不是帮你追热点,而是帮你先找到真正会堵车的地方。
English
Chokepoint Atlas is an agent skill for AI infrastructure research.
It is not a stock-picking prompt that jumps straight to tickers.
It is a research workflow designed to do one thing well:
turn broad AI narratives into real supply-chain maps, then identify the layer most likely to become a bottleneck.
The workflow is straightforward:
- Define the end system
- Map the supply-chain stack
- Find the real constraint
- Cross-check with earnings, reports, and industry news
- Output the direction first, then candidate names
It is useful for researching:
- AI optical interconnect
- packaging and testing
- datacenter power delivery
- liquid cooling and thermal management
- humanoid robotics supply chains
- other AI infrastructure lanes
It is not meant for:
- instant ticker dumping
- momentum-only workflows
- users who want answers without thesis building
In one line:
Chokepoint Atlas does not help you chase noise. It helps you find where the system will actually break first.
Install
Install the skill as ai-supply-chain-bottleneck-hunter:
python3 ~/.codex/skills/.system/skill-installer/scripts/install-skill-from-github.py \
--repo qiuqiubuchongle-cloud/chokepoint-atlas \
--path . \
--name ai-supply-chain-bottleneck-hunter
If the default download mode fails, use git mode:
python3 ~/.codex/skills/.system/skill-installer/scripts/install-skill-from-github.py \
--repo qiuqiubuchongle-cloud/chokepoint-atlas \
--path . \
--name ai-supply-chain-bottleneck-hunter \
--method git
Then restart Codex so the new skill is picked up.
Repository Contents
- SKILL.md: the main skill
- 中文产品说明
- English product description
- Product manual
- Infographic copy
Product Snapshot
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インストール
npx skillfish add leoskiex/chokepoint-atlas