Serenity Aleabitoreddit
yan-labs/serenity-aleabitoreddit
Apply trader Serenity's (@aleabitoreddit) AI/semiconductor supply-chain analytical lens to US-stock ideas and market judgment.
PaiWork-first Serenity (@aleabitoreddit) investment thesis tracking system.
$ npx skills add AlphaMao1/AlphaMao_Skills --skill serenity-thesis-tracker -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install AlphaMao1/AlphaMao_Skills serenity-thesis-tracker --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/AlphaMao1/AlphaMao_Skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/serenity-thesis-tracker .claude/skills/serenity-thesis-tracker && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "serenity-thesis-tracker" agent skill from https://github.com/AlphaMao1/AlphaMao_Skills/tree/main/skills/serenity-thesis-tracker into .claude/skills/serenity-thesis-tracker/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "serenity-thesis-tracker", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/AlphaMao1/AlphaMao_Skills/tree/main/skills/serenity-thesis-trackerType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add AlphaMao1/AlphaMao_Skills --skill serenity-thesis-tracker -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install AlphaMao1/AlphaMao_Skills serenity-thesis-tracker --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/AlphaMao1/AlphaMao_Skills.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/serenity-thesis-tracker .agents/skills/serenity-thesis-tracker && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "serenity-thesis-tracker" agent skill from https://github.com/AlphaMao1/AlphaMao_Skills/tree/main/skills/serenity-thesis-tracker into .agents/skills/serenity-thesis-tracker/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "serenity-thesis-tracker", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add AlphaMao1/AlphaMao_Skills --skill serenity-thesis-tracker -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install AlphaMao1/AlphaMao_Skills serenity-thesis-tracker --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/AlphaMao1/AlphaMao_Skills.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/serenity-thesis-tracker .cursor/skills/serenity-thesis-tracker && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "serenity-thesis-tracker" agent skill from https://github.com/AlphaMao1/AlphaMao_Skills/tree/main/skills/serenity-thesis-tracker into .cursor/skills/serenity-thesis-tracker/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "serenity-thesis-tracker", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/AlphaMao1/AlphaMao_Skills.git --path skills/serenity-thesis-tracker--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add AlphaMao1/AlphaMao_Skills --skill serenity-thesis-tracker -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install AlphaMao1/AlphaMao_Skills serenity-thesis-tracker --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/AlphaMao1/AlphaMao_Skills.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/serenity-thesis-tracker .gemini/skills/serenity-thesis-tracker && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "serenity-thesis-tracker" agent skill from https://github.com/AlphaMao1/AlphaMao_Skills/tree/main/skills/serenity-thesis-tracker into .gemini/skills/serenity-thesis-tracker/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "serenity-thesis-tracker", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install AlphaMao1/AlphaMao_Skills serenity-thesis-trackerInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add AlphaMao1/AlphaMao_Skills --skill serenity-thesis-tracker -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/AlphaMao1/AlphaMao_Skills.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/serenity-thesis-tracker .github/skills/serenity-thesis-tracker && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "serenity-thesis-tracker" agent skill from https://github.com/AlphaMao1/AlphaMao_Skills/tree/main/skills/serenity-thesis-tracker into .github/skills/serenity-thesis-tracker/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "serenity-thesis-tracker", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add AlphaMao1/AlphaMao_Skills --skill serenity-thesis-tracker -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install AlphaMao1/AlphaMao_Skills serenity-thesis-tracker --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/AlphaMao1/AlphaMao_Skills.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/serenity-thesis-tracker .opencode/skills/serenity-thesis-tracker && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "serenity-thesis-tracker" agent skill from https://github.com/AlphaMao1/AlphaMao_Skills/tree/main/skills/serenity-thesis-tracker into .opencode/skills/serenity-thesis-tracker/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "serenity-thesis-tracker", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
serenity-thesis-trackerPaiWork-first Serenity (@aleabitoreddit) investment thesis tracking system.
Serenity Thesis Tracker is an agent skill from AlphaMao1/AlphaMao_Skills. PaiWork-first Serenity (@aleabitoreddit) investment thesis tracking system. Use when working inside PaiWork to process Serenity/X tweets into structured investment theses, verifiable claims, supply-chain relationship maps, company research files, daily reports, weekly reviews, or research backlogs. Trigger on Serenity, aleabitoreddit, Serenity daily report, Serenity weekly review, thesis tracker, tweet research, supply-chain thesis tracking, ticker research updates, or PaiWork research monitoring. This version…
Its SKILL.md is about 1.8k tokens, which your agent loads only when the skill is triggered. The skill folder holds 14 other files, including scripts, reference files and assets (for example `README.md`, `agents/openai.yaml` and `assets/sample-deep-research-report.md`).
It sits in Education, covering Essays and academic help, Social media posts and Journaling and reflection. It works with X (Twitter). The licence is MIT.
8 steps, taken from the first numbered list in SKILL.md.
Read from SKILL.md and the folder at commit 27ffcc6. It shows what the files ask for, not the result of running them.
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Ships 1 file in scripts/ (Python), which the agent can run.
Shell commands in SKILL.md call:
pythonFrom the folder's file list and the shell code blocks in SKILL.md.
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Serenity Thesis Tracker loads about 1.8k tokens when it runs, and up to ~3.8k if it reads all its reference files. Until then it costs about 159 tokens; SKILL.md has 770 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
The automated check found no risky patterns in SKILL.md.
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); the scripts in this folder are not scanned.
The full file from AlphaMao1/AlphaMao_Skills at commit 27ffcc6, republished under its MIT licence (© AlphaMao1). 770 words, ~1,824 tokens.
.claude/skills/serenity-thesis-tracker/SKILL.md (or your agent's skills folder). This skill also uses 10 other files; get the full folder from GitHub.Use this skill to convert Serenity's X posts into a cumulative PaiWork research system:
The core method is to reason backward from end demand to supply-chain bottlenecks, then turn each investable statement into a claim that can be tracked, verified, weakened, or closed.
This is not a generic summarizer. In this release, assume PaiWork is the runtime and that PaiWork-specific tools, analyst report generation, market data, Paipai search, and workspace conventions may be required.
Treat this version as PaiWork-first.
analyst_report for polished daily, weekly, and company-file reports.scripts/fetch_daily.py are expected to work directly.Do not add runtime package dependencies to this skill without an explicit user request. The bundled fetch script uses only Python standard-library modules and an existing PaiWork/CDP-compatible browser bridge.
tree/Serenity/
├── raw/
│ ├── serenity_statuses.jsonl
│ └── serenity_status_ids.txt
├── daily/
│ └── serenity_YYYY-MM-DD.md
├── supply_chain_map/
│ ├── master_map.md
│ └── {theme}.md
├── companies/
│ └── {TICKER}.md
├── reports/
│ ├── YYYY-MM-DD_daily.md
│ └── YYYY-WNN_weekly.md
├── research_backlog.md
└── state/
├── thesis_registry.jsonl
└── claim_ledger.jsonlUse for: "执行 Serenity 每日观点处理", "处理今天 Serenity 推文", "生成 Serenity 日报".
tree/Serenity/raw/ and tree/Serenity/daily/.daily/serenity_YYYY-MM-DD.md first; fall back to filtering raw/serenity_statuses.jsonl.new_thesis, thesis_update, evidence_addition, catalyst, risk_warning, rebuttal, price_action_comment, noise, or meta.noise and meta except for a compact low-value list in the daily report.Use references/schemas.md for thesis/claim fields and references/templates.md for file structures.
Use for: "更新 SIVE 研究文件", "深挖 AAOI", "整理某 ticker 的 Serenity 观点".
companies/{TICKER}.md if present.Use references/company_one_pager_prompt.md when generating or refreshing a full company file.
Use for: "验证 SIVE 客户关系", "查 XFAB 的 SiC 财务数据".
research_backlog.md or unverified claims in the company file.Use for: "Serenity 本周复盘", "生成 Serenity 周报".
reports/YYYY-WNN_weekly.md.If tweets have not been fetched yet, run the bundled no-dependency script from the skill root:
python scripts/fetch_daily.py --out-dir tree/Serenity --handle aleabitoredditThe script expects an existing PaiWork/CDP-compatible browser bridge at http://localhost:3456 with these endpoints: /health, /new, /eval, /scroll, and /close. It does not install packages, launch Chrome, or bypass login. Chrome/X login and browser automation belong to the PaiWork/front-end environment.
Outputs:
raw/serenity_statuses.jsonlraw/serenity_status_ids.txtdaily/serenity_YYYY-MM-DD.mdScore each research-relevant post from 5 to 15 across five dimensions:
| Dimension | 1 | 2 | 3 |
|---|---|---|---|
| View clarity | vague sentiment | direction without causal chain | explicit causal chain |
| Verifiability | pure opinion | partly verifiable | quantitatively verifiable |
| Scarcity | public information | industry insight | scarce supply-chain information |
| Time sensitivity | no window | quarterly window | near-term catalyst |
| Repetition | first mention | repeated mention | persistent focus |
Levels:
low 5-7: daily report onlymedium 8-10: daily report plus company timelinehigh 11-13: update company thesis/claims/relationshipscritical 14-15: update company file, supply-chain map, and research backlogreferences/schemas.md: thesis, claim, and ticker schemas.references/templates.md: company file, supply-chain map, and daily report templates.references/company_one_pager_prompt.md: PaiWork analyst prompt for company files.references/daily_report_prompt.md: PaiWork analyst prompt for daily reports.assets/sample-deep-research-report.md: sample research report material for style/context inspection only.© AlphaMao1, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
SKILL.md and 10 other files (scripts, references, assets) in skills/serenity-thesis-tracker of AlphaMao1/AlphaMao_Skills.
Open the folder on GitHubat commit 27ffcc6
Serenity Thesis Tracker next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Serenity Thesis Tracker this skillAlphaMao1/AlphaMao_Skills | 130 | — | ~1.8k | Automated safety check: Pass | MIT | |
| Serenity Aleabitoreddityan-labs/serenity-aleabitoreddit | 481 | 1 repos | ~3.3k | Automated safety check: Pass | None | |
| Serenityquestflowai/investorskills | 1.9k | — | ~935 | Automated safety check: Pass | MIT | |
| Wikikothari-nikunj/llm-wiki | 145 | — | ~4.8k | Automated safety check: Pass | None | |
| Youtube Transcriptbrowser-act/skills | 6.1k | — | ~2.1k | Automated safety check: Pass | MIT | |
| Bankr CommunitiesBankrBot/skills | 1.2k | — | ~4.7k | Automated safety check: Pass | None |
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questflowai/investorskills
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AlphaMao1/AlphaMao_Skills
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AlphaMao1/AlphaMao_Skills
把 X/Twitter 博主、YouTube 博主、newsletter、播客或类似个人信息源的持续更新转成 progressive-investment-research 研究工作区的可审计增量。适用于:跟踪博主更新、生成每日报告、通过 Chrome 登录态或本地 browser bridge 抓 X、用 yt-dlp 抓 YouTube 字幕、把观点拆成 source…
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AlphaMao1/AlphaMao_Skills
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AlphaMao1/AlphaMao_Skills
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Works with
Categories
PaiWork-first Serenity (@aleabitoreddit) investment thesis tracking system. Serenity Thesis Tracker is an agent skill from AlphaMao1/AlphaMao_Skills. PaiWork-first Serenity (@aleabitoreddit) investment thesis tracking system.
Serenity Thesis Tracker fits situations like: working inside PaiWork to process Serenity/X tweets into structured investment theses; verifiable claims; supply-chain relationship maps; company research files.
Run `npx skills add AlphaMao1/AlphaMao_Skills --skill serenity-thesis-tracker -a claude-code`. Or copy the skill folder (skills/serenity-thesis-tracker in AlphaMao1/AlphaMao_Skills) into .claude/skills/serenity-thesis-tracker in your project. Claude Code loads it when a task matches its description.
Run `npx skills add AlphaMao1/AlphaMao_Skills --skill serenity-thesis-tracker -a codex`. Or copy the skill folder (skills/serenity-thesis-tracker in AlphaMao1/AlphaMao_Skills) into .agents/skills/serenity-thesis-tracker in your project. Codex loads it when a task matches its description.
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add AlphaMao1/AlphaMao_Skills --skill serenity-thesis-tracker -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/serenity-thesis-tracker, .gemini/skills/serenity-thesis-tracker, .github/skills/serenity-thesis-tracker and .opencode/skills/serenity-thesis-tracker in your project.
Going by SKILL.md and its folder, Serenity Thesis Tracker needs Python for the scripts in its folder and the command-line tools its instructions call (python). Our summary lists: Python 3.
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.
Serenity Thesis Tracker is published under the MIT licence (from the LICENSE file in the skill folder). It allows redistribution, so the full SKILL.md is shown on this page.
About 1.8k tokens (SKILL.md is roughly 7.3k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 1.9k tokens, read only when the agent opens those files.
Skills that share tags, products or a category with Serenity Thesis Tracker: Serenity Aleabitoreddit (yan-labs/serenity-aleabitoreddit, 481 stars), Serenity (questflowai/investorskills, 1.9k stars), Wiki (kothari-nikunj/llm-wiki, 145 stars) and Youtube Transcript (browser-act/skills, 6.1k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
AlphaMao1 (a GitHub user) maintains it in AlphaMao1/AlphaMao_Skills, which has 130 GitHub stars. The repository holds 11 skills in this directory. The repository was last updated on September 23, 2026.
Source: AlphaMao1/AlphaMao_Skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.