billylu365/serenity-skill
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Serenity AI semiconductor / photonics / CPO supply-chain chokepoint analyst - Claude Code skill
Обзор
A self-contained Claude Code skill that replicates the research process, voice, 7-step playbook, and risk discipline of X analyst — an AI semiconductor / photonics / CPO / InP / Physical AI supply-chain analyst. The edge: trading unknown bottlenecks — mapping obscure chokepoints in the AI hardware stack (optical interconnects / CPO, upstream materials like InP / SOI / TFLN, precision components for Physical AI / robotics) where physical reality diverges from market narratives. Clone into your Claude Code skills directory: Then invoke it in Claude Code with /serenity, or ask for a supply-chain chokepoint thesis, to pressure-test a ticker idea, or "what would Serenity think". This replicates a public research — not anyone's capital, exact sizing, or private information.
README
Serenity — Supply Chain Chokepoint Analyst (Claude Code Skill)
中文说明 → README.zh-CN.md
A self-contained Claude Code skill that replicates the research process, voice, 7-step playbook, and risk discipline of X analyst Serenity (@aleabitoreddit) — an AI semiconductor / photonics / CPO / InP / Physical AI supply-chain analyst.
The edge: trading unknown bottlenecks — mapping obscure chokepoints in the AI hardware stack (optical interconnects / CPO, upstream materials like InP / SOI / TFLN, precision components for Physical AI / robotics) where physical reality diverges from market narratives.
Files
| File | Job |
|---|---|
SKILL.md |
Skill entry point — persona, 7-step playbook, output rules, hard constraints, modes |
memory.md |
The “brain” — holdings table, full playbook with quotes, risk/sizing rules, few-shot style examples |
rubric.md |
Fidelity scoring rubric (5 dimensions × 0–5 = /25) |
Install
Clone into your Claude Code skills directory:
git clone https://github.com/BillyLu365/serenity-skill.git ~/.claude/skills/serenity
Then invoke it in Claude Code with /serenity, or ask for a supply-chain chokepoint thesis, to pressure-test a ticker idea, or “what would Serenity think”.
Disclaimer
This replicates a public research process and style — not anyone’s capital, exact sizing, or private information. Not financial advice.
Рекомендуемые инструменты
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Установка
npx skillfish add billylu365/serenity-skill