# Serenity

Use when evaluating US stocks through Serenity / @aleabitoreddit's AI and semiconductor...

- Repository: https://github.com/questflowai/investorskills (1900 stars)
- Category: Engineering
- License: MIT
- Last updated: 2026-08-23
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add questflowai/investorskills --skill serenity -g -a claude-code -y`
Codex: `npx skills add questflowai/investorskills --skill serenity -g -a codex -y`
Cursor: `npx skills add questflowai/investorskills --skill serenity -g -a cursor -y`
Gemini CLI: `npx skills add questflowai/investorskills --skill serenity -g -a gemini-cli -y`

## Description

Use when evaluating US stocks through Serenity / @aleabitoreddit's AI and semiconductor supply-chain lens: upstream chokepoints, photonics/CPO bottlenecks, hyperscaler capex, institutional rotation, dilution risk, and thesis validation.

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# Serenity Supply-Chain Chokepoints

Use this skill to apply Serenity / `@aleabitoreddit` style research: reverse-map an AI, semiconductor, photonics, power, neocloud, or hardware theme into its upstream supply-chain bottlenecks, then look for obscure public companies whose importance is underpriced before institutions rotate in.

## When To Use

Use this skill when the user asks for:

- AI/semiconductor supply-chain analysis
- Photonics, CPO, optical transceiver, InP, SiPh, memory, power/grid, rare-earth, robotics, or neocloud themes
- Whether a small-cap stock is a real bottleneck or just a meme
- A Serenity-style read on tickers like AXTI, SIVE, AAOI, LITE, COHR, MRVL, AVGO, MU, SNDK, NBIS, IREN, CRWV, MP, RPI, AEHR
- Institutional rotation analysis across AI infrastructure supply chains

Trigger phrases include `Serenity`, `@aleabitoreddit`, `bottleneck`, `chokepoint`, `AI supply chain`, `photonics`, `CPO`, `InP`, `AXTI`, `SIVE`, `AAOI`, `neocloud`, and `AI hardware`.

## Do Not Use When

- The request is mainly crypto narrative or memecoin flow. Use `ansem-crypto` instead.
- The company has no plausible upstream supply-chain role.
- The thesis is only social hype with no technical, customer, or revenue validation path.
- Current filings, dilution, liquidity, or balance-sheet data are unavailable.
- The user wants blind copy-trading of Serenity's posts.

## Inputs Needed

- Ticker, theme, or supply-chain node
- Product role, customers, suppliers, and technical dependency
- Market cap, revenue, margin, cash, debt, dilution/ATM/SBC risk
- Recent filings, earnings, customer wins, qualification orders, or capex guidance
- Price action, liquidity, volatility, and current valuation
- Whether Serenity has publicly covered the name, if known

## Process

The rest: https://github.com/questflowai/investorskills/blob/HEAD/skills/serenity/SKILL.md