AI-Trader Market Intel
HKUDS/AI-Trader
Reads AI-Trader's read-only market snapshots, grouped financial news and events board through its market-intel endpoints, for context before trading or posting.
Compares leading tech stocks to separate hype-driven valuations from fundamentally justified ones and to flag undervalued names the market overlooks.
Install Tech Hype vs Fundamentals
$ npx skills add Geeksfino/finskills --skill tech-hype-vs-fundamentals -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install Geeksfino/finskills tech-hype-vs-fundamentals --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/Geeksfino/finskills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/US-market/tech-hype-vs-fundamentals .claude/skills/tech-hype-vs-fundamentals && 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 "tech-hype-vs-fundamentals" agent skill from https://github.com/Geeksfino/finskills/tree/main/US-market/tech-hype-vs-fundamentals into .claude/skills/tech-hype-vs-fundamentals/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "tech-hype-vs-fundamentals", 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/Geeksfino/finskills/tree/main/US-market/tech-hype-vs-fundamentalsType 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 Geeksfino/finskills --skill tech-hype-vs-fundamentals -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install Geeksfino/finskills tech-hype-vs-fundamentals --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/Geeksfino/finskills.git skills-src && mkdir -p .agents/skills && cp -r skills-src/US-market/tech-hype-vs-fundamentals .agents/skills/tech-hype-vs-fundamentals && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "tech-hype-vs-fundamentals" agent skill from https://github.com/Geeksfino/finskills/tree/main/US-market/tech-hype-vs-fundamentals into .agents/skills/tech-hype-vs-fundamentals/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "tech-hype-vs-fundamentals", 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 Geeksfino/finskills --skill tech-hype-vs-fundamentals -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install Geeksfino/finskills tech-hype-vs-fundamentals --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/Geeksfino/finskills.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/US-market/tech-hype-vs-fundamentals .cursor/skills/tech-hype-vs-fundamentals && 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 "tech-hype-vs-fundamentals" agent skill from https://github.com/Geeksfino/finskills/tree/main/US-market/tech-hype-vs-fundamentals into .cursor/skills/tech-hype-vs-fundamentals/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "tech-hype-vs-fundamentals", 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/Geeksfino/finskills.git --path US-market/tech-hype-vs-fundamentals--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 Geeksfino/finskills --skill tech-hype-vs-fundamentals -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install Geeksfino/finskills tech-hype-vs-fundamentals --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/Geeksfino/finskills.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/US-market/tech-hype-vs-fundamentals .gemini/skills/tech-hype-vs-fundamentals && 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 "tech-hype-vs-fundamentals" agent skill from https://github.com/Geeksfino/finskills/tree/main/US-market/tech-hype-vs-fundamentals into .gemini/skills/tech-hype-vs-fundamentals/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "tech-hype-vs-fundamentals", 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 Geeksfino/finskills tech-hype-vs-fundamentalsInstalls 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 Geeksfino/finskills --skill tech-hype-vs-fundamentals -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/Geeksfino/finskills.git skills-src && mkdir -p .github/skills && cp -r skills-src/US-market/tech-hype-vs-fundamentals .github/skills/tech-hype-vs-fundamentals && 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 "tech-hype-vs-fundamentals" agent skill from https://github.com/Geeksfino/finskills/tree/main/US-market/tech-hype-vs-fundamentals into .github/skills/tech-hype-vs-fundamentals/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "tech-hype-vs-fundamentals", 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 Geeksfino/finskills --skill tech-hype-vs-fundamentals -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install Geeksfino/finskills tech-hype-vs-fundamentals --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/Geeksfino/finskills.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/US-market/tech-hype-vs-fundamentals .opencode/skills/tech-hype-vs-fundamentals && 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 "tech-hype-vs-fundamentals" agent skill from https://github.com/Geeksfino/finskills/tree/main/US-market/tech-hype-vs-fundamentals into .opencode/skills/tech-hype-vs-fundamentals/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "tech-hype-vs-fundamentals", 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.
Facts
- Skill name
tech-hype-vs-fundamentals- GitHub stars
- 282
- Token cost
- ~1.3k tokens
- SKILL.md length
- 512 words
- Files
- 4 (incl. references)
- Skills in repo
- 30
- Repo updated
- First seen
- Licence
- Apache-2.0
At a glance
Compares leading tech stocks to separate hype-driven valuations from fundamentally justified ones and to flag undervalued names the market overlooks.
- Works in 5 steps: Define Scope → Build the Comparison Set → Plot Growth vs. Valuation → …
- Judging whether a tech stock's growth justifies its multiple
- SKILL.md covers Workflow, Data Enhancement and Important Guidelines
- Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
What it does
The analyst workflow begins by confirming scope with you: the universe (mega-cap tech, the broader sector, a sub-sector such as SaaS, semiconductors, AI or cybersecurity, or a custom list), the comparison size, which defaults to 15 to 20 companies surfacing three overvalued and three undervalued names, the valuation framework and the time horizon. The framework choices are PEG, DCF, rule of 40 or multi-factor, with multi-factor as the default.
For each company it gathers growth, valuation multiples, profitability, margin trend as revenue scales, cash generation and capital efficiency, plus SaaS metrics such as net revenue retention, ARR growth and CAC payback where they apply. Companies are then placed on a growth-versus-valuation matrix. Overvalued names are priced for growth their margins or market cannot support; undervalued ones trade below peers on growth and profitability or have changes the price has not absorbed. Reference files hold the valuation framework and an output template.
When your agent uses it
- Judging whether a tech stock's growth justifies its multiple
- Looking for overvalued or undervalued names within a tech sub-sector
- Comparing revenue growth against valuation across several tech companies
Example prompts
- “Compare the mega-cap tech names and flag which look overvalued relative to growth.”
- “Find three undervalued cybersecurity stocks using a multi-factor framework.”
- “Analyze SaaS companies on rule of 40 versus EV/Revenue over the last three years.”
Workflow steps
5 steps, taken from the step headings in SKILL.md.
What it can do on your machine
Read from SKILL.md and the folder at commit 8722415. It shows what the files ask for, not the result of running them.
Tool permissions
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.
Runs code
No scripts in the folder and no shell commands in SKILL.md.
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Context cost
Tech Hype vs Fundamentals loads about 1.3k tokens when it runs, and up to ~4.4k if it reads all its reference files. Until then it costs about 119 tokens; SKILL.md has 512 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.
Safety
Auto-check passed
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); files beside SKILL.md are not scanned.
SKILL.md
The full file from Geeksfino/finskills at commit 8722415, republished under its Apache-2.0 licence (© Geeksfino). 512 words, ~1,280 tokens.
Download SKILL.mdSave it as
.claude/skills/tech-hype-vs-fundamentals/SKILL.md (or your agent's skills folder). This skill also uses 3 other files; get the full folder from GitHub.- name
- tech-hype-vs-fundamentals
- description
- Compare leading tech stocks to distinguish hype-driven overvaluation from fundamentally justified pricing, and identify undervalued tech names the market is overlooking. Use when the user asks to evaluate tech stock valuations, find overvalued or undervalued tech companies, assess whether a tech stock's growth justifies its multiple, compare tech company fundamentals, analyze revenue growth vs. valuation, or identify mispriced technology stocks.
- license
- Apache-2.0
Tech Stock Hype vs Fundamentals Analyzer
Act as a valuation-focused technology analyst. Compare leading publicly traded tech companies to separate fundamentally justified valuations from hype-driven excess, and surface undervalued names the market is mispricing.
Workflow
Step 1: Define Scope
Confirm with the user:
- Universe — mega-cap tech only, broader tech sector, specific sub-sector (SaaS, semiconductors, AI, cybersecurity, etc.), or custom list
- Comparison set size — default: evaluate 15–20 companies, surface 3 overvalued + 3 undervalued
- Valuation framework — growth-adjusted (PEG), DCF-based, rule-of-40, or multi-factor (default: multi-factor)
- Time horizon — current snapshot or trend analysis over 1–3 years
Step 2: Build the Comparison Set
Gather and compute core metrics for each company. See references/tech-valuation-framework.md for calculation details and benchmarks.
| Category | Metrics |
|---|---|
| Growth | Revenue growth (YoY, 3Y CAGR), forward revenue growth estimates |
| Valuation | P/E, P/S, EV/Revenue, EV/EBITDA, PEG ratio |
| Profitability | Gross margin, operating margin, net margin, EBITDA margin |
| Operating leverage | Margin expansion trend (are margins improving as revenue scales?) |
| Cash generation | FCF, FCF margin, FCF yield, cash conversion ratio |
| Capital efficiency | ROIC, ROE, revenue per employee, R&D as % of revenue |
| SaaS-specific (if applicable) | NRR, ARR growth, Rule of 40, CAC payback, LTV/CAC |
Step 3: Plot Growth vs. Valuation
Map each company on a growth-vs-valuation matrix:
High Valuation
|
OVERVALUED | FAIRLY VALUED
(hype > growth) | (premium justified)
|
──────────────────┼──────────────────
|
FAIRLY VALUED | UNDERVALUED
(modest growth, | (growth > valuation)
modest price) |
|
Low Valuation
Low Growth ──────────────── High GrowthSee references/tech-valuation-framework.md for the quantitative scoring model.
Step 4: Identify Mispriced Stocks
3 Overvalued (Priced for Unrealistic Growth):
- Valuation multiple implies growth rate significantly above achievable trajectory
- Margins or TAM cannot support the implied revenue path
- Market is extrapolating peak metrics indefinitely
3 Undervalued (Overlooked Fundamentals):
- Trading at a discount to growth and profitability peers
- Margin expansion or business model shift not yet reflected in price
- Overshadowed by larger competitors or suffering from narrative neglect
For each, articulate precisely what the market is mispricing and why.
Show full SKILL.md (224 more words)Show less
Step 5: Present Results
Present using the structured format in references/output-template.md:
- Executive Summary — Key findings, market themes, biggest mispricings
- Full Comparison Table — All companies with core metrics
- Growth vs. Valuation Matrix — Visual positioning
- Overvalued Profiles — 3 detailed write-ups
- Undervalued Profiles — 3 detailed write-ups
- Disclaimers
Data Enhancement
For live market data to support this analysis, use the FinData Toolkit skill (findata-toolkit-us). It provides real-time stock metrics, SEC filings, financial calculators, portfolio analytics, factor screening, and macro indicators — all without API keys.
Important Guidelines
- Growth quality matters: Not all revenue growth is equal. Distinguish organic vs. acquisition-driven, recurring vs. one-time, expanding TAM vs. market share gains in a shrinking market.
- Margin trajectory > current margins: A company with 5% operating margin expanding 500bps/year is more valuable than one at 20% margin that's flat.
- Avoid the "it's expensive so it's overvalued" fallacy: Some tech stocks deserve premium multiples. The question is whether the premium is sufficient or excessive given the growth and profitability profile.
- AI/narrative premium: Many tech stocks carry an AI premium. Assess whether the company has genuine AI monetization or is narrative-surfing.
- Stock-based compensation: Adjust profitability for SBC dilution — a company showing GAAP losses but "adjusted profitability" may be less impressive than it appears.
- Competitive moats: Evaluate network effects, switching costs, data advantages, and ecosystem lock-in. Moats justify higher multiples.
© Geeksfino, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Files
SKILL.md and 3 other files (references) in US-market/tech-hype-vs-fundamentals of Geeksfino/finskills.
- SKILL.md
- LICENSE.txt
- references/output-template.md
- references/tech-valuation-framework.md
Open the folder on GitHubat commit 8722415
Compare with similar skills
Tech Hype vs Fundamentals 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 |
|---|---|---|---|---|---|---|
| Tech Hype vs Fundamentals this skillGeeksfino/finskills | 282 | — | ~1.3k | Automated safety check: Pass | Apache-2.0 | |
| AI-Trader Market IntelHKUDS/AI-Trader | 23k | — | ~1.1k | Automated safety check: Pass | None | |
| Eastmoney Market DataHKUDS/Vibe-Trading | 35k | — | ~1k | Automated safety check: Pass | MIT | |
| Stock Deep Analysis Workflowwbh604/UZI-Skill | 7.1k | — | ~9.1k | Automated safety check: Notes | MIT | |
| Zhengxi Fund Manager Views Librarylyra81604/zhengxi-views | 1.8k | — | ~1.6k | Automated safety check: Pass | MIT | |
| SEC EDGAR Filings FetcherHKUDS/Vibe-Trading | 35k | — | ~1.4k | Automated safety check: Pass | MIT |
Similar skills
Eastmoney Market Data
HKUDS/Vibe-Trading
Index of Eastmoney's free, no-token market data interfaces for China A-shares and Hong Kong stocks: fund flows, dragon-tiger lists, margin trading, reports and news.
Stock Deep Analysis Workflow
wbh604/UZI-Skill
Runs a staged deep analysis of a single stock on China A-share, Hong Kong and US markets, ending in an HTML report with valuation models and investor-panel scores.
Zhengxi Fund Manager Views Library
lyra81604/zhengxi-views
Answers questions with sourced quotes from one Chinese fund manager's public writings, applies his stated investment method and compares his words with real fund holdings.
SEC EDGAR Filings Fetcher
HKUDS/Vibe-Trading
Fetches U.S. SEC EDGAR data: resolves tickers to CIK numbers, lists recent 10-K, 10-Q and 8-K filings with document URLs, and pulls XBRL financial series.
Supply Chain Bottleneck Hunter
xbtlin/ai-berkshire
Scans a long-running industry trend for supply chain chokepoints, aiming to find second- and third-layer suppliers that the market has not yet priced in.
More from Geeksfino/finskills
All 30 skills in this repoUS Market Data Toolkit
Geeksfino/finskills
Free Python scripts that fetch US stock data, SEC filings, insider trades and macro indicators, and run financial score calculators and portfolio analytics.
Financial Statement Deep Dive
Geeksfino/finskills
Runs a forensic review of one company's financial statements covering DuPont profitability, earnings quality, financial health scores and fraud-risk signals.
Quantitative Factor Screener
Geeksfino/finskills
Screens a stock universe with a six-factor model, scores value, momentum, quality, low volatility, size and growth, ranks by composite score and notes which factors suit the macro regime.
Dividend Aristocrat Calculator
Geeksfino/finskills
Analyze Dividend Aristocrats (25+ years of consecutive dividend increases) for income reliability and total return.
ESG Stock Screener
Geeksfino/finskills
Screens US stocks through an ESG lens, applies optional exclusion lists, scores the environmental, social and governance pillars and judges whether ESG quality is improving.
Event Driven Detector
Geeksfino/finskills
Identify and analyze corporate events that create mispricing opportunities, including M&A, spinoffs, buybacks, restructurings, and index changes.
Related
Categories
Questions about Tech Hype vs Fundamentals
What does Tech Hype vs Fundamentals do?
Compares leading tech stocks to separate hype-driven valuations from fundamentally justified ones and to flag undervalued names the market overlooks. The analyst workflow begins by confirming scope with you: the universe (mega-cap tech, the broader sector, a sub-sector such as SaaS, semiconductors, AI or cybersecurity, or a custom list), the comparison size, which defaults to 15 to 20 companies surfacing three overvalued and three undervalued names, the valuation framework and the time horizon. The framework choices are PEG, DCF, rule of 40 or multi-factor, with multi-factor as the default.
When should I use Tech Hype vs Fundamentals?
Tech Hype vs Fundamentals fits situations like: judging whether a tech stock's growth justifies its multiple; looking for overvalued or undervalued names within a tech sub-sector; comparing revenue growth against valuation across several tech companies.
How do I install Tech Hype vs Fundamentals in Claude Code?
Run `npx skills add Geeksfino/finskills --skill tech-hype-vs-fundamentals -a claude-code`. Or copy the skill folder (US-market/tech-hype-vs-fundamentals in Geeksfino/finskills) into .claude/skills/tech-hype-vs-fundamentals in your project. Claude Code loads it when a task matches its description.
How do I install Tech Hype vs Fundamentals in Codex?
Run `npx skills add Geeksfino/finskills --skill tech-hype-vs-fundamentals -a codex`. Or copy the skill folder (US-market/tech-hype-vs-fundamentals in Geeksfino/finskills) into .agents/skills/tech-hype-vs-fundamentals in your project. Codex loads it when a task matches its description.
Can I use Tech Hype vs Fundamentals in Cursor, Gemini CLI or GitHub Copilot?
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add Geeksfino/finskills --skill tech-hype-vs-fundamentals -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/tech-hype-vs-fundamentals, .gemini/skills/tech-hype-vs-fundamentals, .github/skills/tech-hype-vs-fundamentals and .opencode/skills/tech-hype-vs-fundamentals in your project.
What does Tech Hype vs Fundamentals need to run?
SKILL.md names no scripts, command-line tools or credentials: Tech Hype vs Fundamentals is instructions for the agent only.
Does Tech Hype vs Fundamentals access the network?
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.
Is Tech Hype vs Fundamentals safe to install?
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. Review the folder before installing.
What licence does Tech Hype vs Fundamentals use?
Tech Hype vs Fundamentals is published under the Apache-2.0 licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Tech Hype vs Fundamentals use?
About 1.3k tokens (SKILL.md is roughly 5.1k 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 3.1k tokens, read only when the agent opens those files.
What are the alternatives to Tech Hype vs Fundamentals?
Skills that share tags, products or a category with Tech Hype vs Fundamentals: AI-Trader Market Intel (HKUDS/AI-Trader, 23k stars), Eastmoney Market Data (HKUDS/Vibe-Trading, 35k stars), Stock Deep Analysis Workflow (wbh604/UZI-Skill, 7.1k stars) and Zhengxi Fund Manager Views Library (lyra81604/zhengxi-views, 1.8k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Tech Hype vs Fundamentals?
Geeksfino (a GitHub user) maintains it in Geeksfino/finskills, which has 282 GitHub stars. The repository holds 30 skills in this directory. The repository was last updated on March 5, 2026.
Source: Geeksfino/finskills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.