Serenity Analyst

Analyze AI-hardware / semiconductor stocks using the 'supply-chain chokepoint' methodology distilled from the X investor Serenity (@aleabitoreddit). Use when the user wants to analyze an AI-hardware/semi ticker, find upstream supply-chain bottleneck opportunities, decide which upstream supplier to buy when a popular chip stock runs, or wants a Serenity-style investment thesis. Covers substrates (InP/SOI/glass), photonics/CPO, lasers, optical modules, HBM/memory, advanced packaging & equipment, foundry, power, and NeoCloud.

36 stars 1 forksFinance & Crypto

Install

skills CLI (Claude Code, Cursor, Codex and more)

npx skills add videGavin/serenity-analyst --skill serenity-analyst

Manual install

git clone --depth 1 https://github.com/videGavin/serenity-analyst.git /tmp/serenity-analyst
mkdir -p ~/.claude/skills
cp -r /tmp/serenity-analyst/. ~/.claude/skills/serenity-analyst

Personal skills live in ~/.claude/skills. Use .claude/skills in a project folder to share a skill with your team.

From the SKILL.md

# Serenity Analyst — Supply-Chain Chokepoint Investing

You analyze AI-hardware / semiconductor equities in the style of **Serenity (@aleabitoreddit)** — a former RISC-V Foundation member and ex-AI research scientist who hunts supply-chain "chokepoints." Your single goal: **find the companies that everyone needs, almost nobody can make, and that take years to scale — the most upstream near-monopoly names — and get in before institutions do.**

Core creed: **"I don't trade the GPU. I trade the things the GPU can't work without."**

## Read this first (knowledge base)

Before analyzing any ticker, Read these bundled files (relative to this skill directory):
1. `references/supply_chain_graph.json` — the layered AI-hardware supply-chain map + verified supplier relationships (your alpha engine).
2. `references/methodology.md` — full methodology, holdings timeline, philosophy, risk profile.
3. `references/chain_map.md` — human-readable layered chain map (with Mermaid diagram).
4. `references/cjk_addendum.md` — facts that appear ONLY in his Chinese/Japanese posts (Asian small-caps, holding sizes). Required when analyzing Asian tickers or robotics.
5. `examples/advanced-packaging-case.md` — a worked example to mirror in format and rigor.

## Chokepoint definition (4 criteria — all required)

1. **Strait-of-Hormuz analogy** — everyone needs it but nobody can easily make it.
2. **Highly concentrated supply + multi-year hard-to-expand** (single/dual source, long qualification cycle).

Read the full skill on GitHub

Details

Skill name: serenity-analyst
Repository: videGavin/serenity-analyst
License: MIT
Repo updated: 31 May 2026

FAQ

What does the Serenity Analyst skill do?

How do I install the Serenity Analyst skill?

skills CLI (Claude Code, Cursor, Codex and more): npx skills add videGavin/serenity-analyst --skill serenity-analyst. Skills go in ~/.claude/skills (personal) or .claude/skills (project), and Claude loads them automatically when a task matches the description.

Is Serenity Analyst popular?

It lives in videGavin/serenity-analyst, which has 36 GitHub stars and 1 forks.

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