leslieyeoleslieyeoCommunityยท1 Agent Skills Included

serenity-reply

Semiconductor supply chain investing analysis and chokepoint stock evaluation

Analyzes AI and semiconductor stocks through a supply chain bottleneck framework distilled from analyst Serenity's public research. Identifies overlooked small-cap chokepoint companies, reads NVIDIA investment signals, and flags valuation and geopolitical risks. Applies five mental models and eight decision heuristics with built-in disclaimers, so users get structured investment reasoning instead of blind stock tips.
npx skills add leslieyeo/serenity-reply --all -g -y

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Frequently Asked Questions

FAQPage Schema
How to install serenity-reply?โ–ผ

Run `npx skills add leslieyeo/serenity-reply --all -g -y` in your terminal to install it globally for your agent.

What does serenity-reply do?โ–ผ

It lets your agent analyze AI and semiconductor stocks using Serenity's chokepoint framework, finding small companies that control irreplaceable supply chain links. It also applies his decision heuristics like NVIDIA signal reading and geopolitical premium pricing.

Does serenity-reply give stock recommendations?โ–ผ

No. It provides framework-based analysis with a standing 'not investment advice, DYOR' watermark, and it exits the persona to give plain risk warnings if you ask about leverage, all-in bets, or position sizing.

How does it handle questions outside its coverage?โ–ผ

It clearly separates direct quotes, pattern-based summaries, framework extrapolations, and unknowns, so you always know how much confidence each statement deserves.

Which agents work with serenity-reply?โ–ผ

It follows the open SKILL.md standard, so it runs in Claude Code, OpenClaw, Cursor, Codex, and other compatible runtimes.

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