Serenity.skill

Serenity.skill is a community Agent Skill by muxuuu that turns the supply-chain research approach seen in the public posts of investor Serenity (@aleabitoreddit) into a research workflow for your agent. It starts from a technology theme, maps the system and its hardest-to-expand inputs, investigates the companies involved, and returns a ranked list of what to research next, with evidence and risks. What you can do with it - Scan a theme, such as A-share AI semiconductors, robotics, CPO or power equipment, layer by layer, then get a short priority list of companies or fund directions - Challenge a claim, such as whether a company is really a core supplier, separating its product role, delivery status, customers and attributable revenue - Compare a few candidate companies on supply-chain position, strength of evidence, valuation pressure and risk - Learn the method one focused question at a time How it works - It asks what demand is putting pressure on the system, which layers are hard to expand or substitute, and what each company actually sells and has delivered. - Claims go back to dated original sources such as announcements, exchange filings, financial reports and earnings calls, and it returns fewer candidates when the evidence is thin. - It's built mainly for A-share themes and adapts to other markets you ask about. - It needs an agent with its own web search, browsing or filing access; it brings the method and reference material, not market data. How to install it - Clone the repo and copy the skill files into ~/.claude/skills/serenity-skill for Claude Code or ~/.agents/skills/serenity-skill for Codex, then start a new session. Good to know - It's research support only, not investment advice; buying and selling decisions are yours. - It's a community project, MIT-licensed, and isn't made by or affiliated with Serenity.

• “Use serenity-skill to research A-share AI semiconductors and rank which companies to study first.”

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• “Challenge the claim that this company is a core CPO supplier.”

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• “Which parts of the robotics supply chain are most likely to be bottlenecks?”

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• “Compare these three companies: whose growth story is best supported by evidence?”

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• “Which upstream segments should I look at behind a robotics theme fund?”

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• “Teach me the Serenity-inspired supply-chain method, one question at a time.”