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alphagbm-chokepoint

Evaluates supply-chain bottleneck stocks using a five-factor chokepoint scoring methodology.

4.0k|314|Updated Apr 6, 2026
Search Tags:#ai infrastructure#investment research#supply chain#stock screening#small-cap#scoring model#chokepoint analysis
One-click install
npx skills add https://github.com/AlphaGBM/skills --skill alphagbm-chokepoint-alphagbm
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: alphagbm-chokepoint
Source: https://github.com/AlphaGBM/skills/tree/main/skills/commodities/alphagbm-chokepoint
Command: npx skills add https://github.com/AlphaGBM/skills --skill alphagbm-chokepoint-alphagbm

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve? Investors researching AI supply chains struggle to identify small, irreplaceable suppliers whose capacity constraints can drive major repricing. This Skill provides a structured reference method for scoring whether a company or supply-chain node qualifies as a true bottleneck. ## Core Features & Use Cases - Five-Factor Scoring Model: Scores Concentration, Irreplaceability, Qualification Gate, Discovery Gap, and Demand Tension from 0-100 into a weighted composite. - Tiered Classification: Maps scores to CORE, BUILD, STARTER, or PASS tiers to guide position sizing and monitoring. - Risk Surfacing: Lists kill conditions such as second-source qualification, technology substitution, and demand destruction. - Use Case: Ask whether a ticker like AXTI qualifies as a chokepoint in co-packaged optics and receive a supply-chain map, factor scorecard, composite score, and comparable candidates. ## Quick Start Ask the AI to evaluate whether a specific ticker qualifies as a supply-chain chokepoint using the five-factor test.

Frequently Asked Questions about alphagbm-chokepoint

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I find bottleneck suppliers in the AI supply chain?▼

Provide a supply-chain segment such as InP substrates or HBM packaging, and the method maps the value chain and scores candidates on concentration, irreplaceability, qualification gates, discovery gap, and demand tension. Candidates scoring 80 or above are classified as CORE chokepoints.

What is the chokepoint scoring model for stock analysis?▼

It is a five-factor weighted composite: Concentration (25%), Irreplaceability (25%), Qualification Gate (20%), Discovery Gap (15%), and Demand Tension (15%). Each factor is scored 0-100, and the total maps to CORE, BUILD, STARTER, or PASS tiers.

Does this skill fetch live market data or stock prices?▼

No. This is a reference methodology package, not a live API integration. It does not fetch data, create alerts, or execute endpoints; for live analysis you must use a supported AlphaGBM workflow or the website.

What are the limitations of chokepoint analysis?▼

Chokepoint theses can break from second-source qualification, technology substitution, demand destruction, customer vertical integration, or geopolitical disruption. The target names are typically small-cap, illiquid, and highly volatile stocks.

Can I use chokepoint analysis with other stock research methods?▼

Yes. The documentation recommends combining it with G=B+M stock quality scoring and unusual options activity detection to confirm institutional accumulation in chokepoint candidates.

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