muxuuu/serenity-skill

What it solves

Serenity.skill helps investors navigate high-heat AI and technology trends (such as semiconductors, robotics, and CPO) by transforming vague market hype into a structured, evidence-based research process. It prevents investors from blindly following trends by forcing a systematic analysis of the supply chain to find where the real bottlenecks and value are located.

How it works

The project provides an "Agent Skill" (a structured set of instructions and methodologies) that an AI agent can use to replicate a specific investment research path. The agent follows these steps:

1. Deconstruct the Trend: Break down a hot topic into downstream demand, system integration, chips/devices, equipment, materials, packaging/testing, and infrastructure.
2. Identify Bottlenecks: Look for segments with few suppliers, long validation cycles, difficult expansion, or strict customer certification.
3. Filter Candidates: Identify companies or funds that are closest to these real bottlenecks rather than those simply "riding the trend."
4. Verify Evidence: Cross-reference findings with official announcements, financial reports, exchange filings, patents, and professional analysis.
5. Prioritize: Create a prioritized research list based on evidence strength and risk boundaries.

Who it’s for

It is designed for investors who deal with high-volume information streams and want to establish a systematic screening process to let AI perform the first round of deep research.

Highlights

• Bottleneck-Centric Approach: Focuses on the hardest-to-replace links in the supply chain to find value.
• Evidence-Based: Requires the AI to ground its conclusions in official filings, financial reports, and regulatory documents.
• Agent-Ready: Specifically designed to be installed as a skill for AI agents like Codex and Claude Code.
• Structured Output: Provides clear research priorities, evidence chains, and "challenge" prompts to test the validity of a company's market position.