Serenity Aleabitoreddit
yan-labs/serenity-aleabitoreddit
Apply trader Serenity's (@aleabitoreddit) AI/semiconductor supply-chain analytical lens to US-stock ideas and market judgment.
A skill your agent uses when evaluating US stocks through Serenity / @aleabitoreddit's AI and semiconductor supply-chain lens: upstream chokepoints, photonics/CPO bottlenecks, hyperscaler capex…
Install Serenity
$ npx skills add questflowai/investorskills --skill serenity -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install questflowai/investorskills serenity --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/questflowai/investorskills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/serenity .claude/skills/serenity && 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" agent skill from https://github.com/questflowai/investorskills/tree/main/skills/serenity into .claude/skills/serenity/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "serenity", 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/questflowai/investorskills/tree/main/skills/serenityType 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 questflowai/investorskills --skill serenity -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install questflowai/investorskills serenity --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/questflowai/investorskills.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/serenity .agents/skills/serenity && 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" agent skill from https://github.com/questflowai/investorskills/tree/main/skills/serenity into .agents/skills/serenity/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "serenity", 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 questflowai/investorskills --skill serenity -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install questflowai/investorskills serenity --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/questflowai/investorskills.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/serenity .cursor/skills/serenity && 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" agent skill from https://github.com/questflowai/investorskills/tree/main/skills/serenity into .cursor/skills/serenity/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "serenity", 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/questflowai/investorskills.git --path skills/serenity--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 questflowai/investorskills --skill serenity -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install questflowai/investorskills serenity --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/questflowai/investorskills.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/serenity .gemini/skills/serenity && 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" agent skill from https://github.com/questflowai/investorskills/tree/main/skills/serenity into .gemini/skills/serenity/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "serenity", 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 questflowai/investorskills serenityInstalls 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 questflowai/investorskills --skill serenity -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/questflowai/investorskills.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/serenity .github/skills/serenity && 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" agent skill from https://github.com/questflowai/investorskills/tree/main/skills/serenity into .github/skills/serenity/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "serenity", 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 questflowai/investorskills --skill serenity -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install questflowai/investorskills serenity --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/questflowai/investorskills.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/serenity .opencode/skills/serenity && 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" agent skill from https://github.com/questflowai/investorskills/tree/main/skills/serenity into .opencode/skills/serenity/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "serenity", 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
serenity- GitHub stars
- 1.9k
- Token cost
- ~935 tokens
- SKILL.md length
- 412 words
- Files
- 2
- Skills in repo
- 63
- Repo updated
- First seen
- Licence
- MIT
At a glance
A skill your agent uses when evaluating US stocks through Serenity / @aleabitoreddit's AI and semiconductor supply-chain lens: upstream chokepoints, photonics/CPO bottlenecks, hyperscaler capex…
- Works in 8 steps: Start from downstream demand:… → Reverse-map the bill of materials and… → Identify chokepoints: single-vendor,… → …
- Evaluating US stocks through Serenity / @aleabitoreddits AI and semiconductor supply-chain lens: upstream chokepoints
- SKILL.md covers When To Use, Do Not Use When, Inputs Needed and Process, plus 3 more sections
- Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
What it does
Serenity is an agent skill from questflowai/investorskills. 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.
Its SKILL.md is about 940 tokens, which your agent loads only when the skill is triggered. The skill folder holds 1 other file (for example `invest.md`).
It sits in Security, covering Supply chain security and Essays and academic help. The repository describes itself as: Investor Skills is an open-source library that turns durable investing judgment into portable, structured formats. It collects how great investors think, filter opportunities… The licence is MIT.
When your agent uses it
- Evaluating US stocks through Serenity / @aleabitoreddits AI and semiconductor supply-chain lens: upstream chokepoints
- Photonics/CPO bottlenecks
- Hyperscaler capex
- Institutional rotation
Example prompts
- “/serenity”
Workflow steps
8 steps, taken from the first numbered list in SKILL.md.
- Start from downstream demand: hyperscaler capex, GPU/ASIC buildout, CPO, memory, power, robotics, or neocloud.
- Reverse-map the bill of materials and supply chain upstream.
- Identify chokepoints: single-vendor, duopoly, scarce material, qualification bottleneck, or capacity constraint.
- Compare chokepoint importance to market cap, revenue ramp, and valuation.
- Check validation: contracts, earnings, customer qualification, industry commentary, capex commitments, or M&A logic.
- Penalize dilution, ATM filings, SBC, poor financing quality, and weak balance sheets.
- Separate article-level thesis, reply-level idea, no-position idea, and stale post.
- Produce a bull case, bear case, invalidation, and position-risk warning.
What it can do on your machine
Read from SKILL.md and the folder at commit 2844d78. 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 (its code samples are markdown).
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
Serenity loads about 935 tokens when it runs. Until then it costs about 61 tokens; SKILL.md has 412 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 questflowai/investorskills at commit 2844d78, republished under its MIT licence (© questflowai). 412 words, ~935 tokens.
Download SKILL.mdSave it as
.claude/skills/serenity/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.- name
- serenity
- 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.
- invest
- ./invest.md
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-cryptoinstead. - 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
Show full SKILL.md (180 more words)Show less
Process
- Start from downstream demand: hyperscaler capex, GPU/ASIC buildout, CPO, memory, power, robotics, or neocloud.
- Reverse-map the bill of materials and supply chain upstream.
- Identify chokepoints: single-vendor, duopoly, scarce material, qualification bottleneck, or capacity constraint.
- Compare chokepoint importance to market cap, revenue ramp, and valuation.
- Check validation: contracts, earnings, customer qualification, industry commentary, capex commitments, or M&A logic.
- Penalize dilution, ATM filings, SBC, poor financing quality, and weak balance sheets.
- Separate article-level thesis, reply-level idea, no-position idea, and stale post.
- Produce a bull case, bear case, invalidation, and position-risk warning.
Output Format
# Serenity View: [Ticker / Theme]
## Verdict
High-Conviction Bottleneck / Watchlist / Too Late / Dilution Risk / Meme-Only / Pass
## Supply-Chain Map
## Chokepoint Claim
## Validation Evidence
## Valuation vs Importance
## Dilution And Financing Risk
## Rotation / Timing
## What Would Break The Thesis
## Missing DataGuardrails
- Do not copy Serenity's sizing, margin, or timing.
- Do not treat self-reported returns as verified.
- Do not ignore dilution, ATM, SBC, liquidity, or balance-sheet risk.
- Do not call every AI-adjacent company a bottleneck.
- Do not use stale posts without checking current filings and price.
Questflow Use
In Questflow, this skill is best used as an AI infrastructure research module: map supply chains, surface upstream bottlenecks, monitor thesis validation, flag dilution risk, and connect public posts to current market/filing data.
© questflowai, MIT. 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 1 other file in skills/serenity of questflowai/investorskills.
- SKILL.md
- invest.md
Open the folder on GitHubat commit 2844d78
Compare with similar skills
Serenity 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 this skillquestflowai/investorskills | 1.9k | — | ~935 | Automated safety check: Pass | MIT | |
| Serenity Aleabitoreddityan-labs/serenity-aleabitoreddit | 480 | 1 repos | ~3.3k | Automated safety check: Pass | None | |
| Serenity Thesis TrackerAlphaMao1/AlphaMao_Skills | 130 | — | ~1.8k | Automated safety check: Pass | MIT | |
| Serenity Skillaiskillstore/marketplace | 430 | — | ~3.4k | Automated safety check: Pass | MIT | |
| Operationstravisjneuman/.claude | 101 | — | ~3.4k | Automated safety check: Pass | MIT | |
| Sustainability Esgtravisjneuman/.claude | 101 | — | ~1.6k | Automated safety check: Pass | MIT |
Similar skills
Serenity Thesis Tracker
AlphaMao1/AlphaMao_Skills
PaiWork-first Serenity (@aleabitoreddit) investment thesis tracking system.
Serenity Skill
aiskillstore/marketplace
Turn an investment agent into a supply-chain bottleneck hunter.
Operations
travisjneuman/.claude
Operations excellence expertise for supply chain optimization, process improvement (Lean, Six Sigma), capacity planning, vendor management, quality assurance, and operational efficiency.
Sustainability Esg
travisjneuman/.claude
Sustainability and ESG expertise for ESG strategy, carbon footprint management, sustainable supply chains, circular economy, renewable energy, climate risk, and ESG reporting (GRI, SASB, TCFD).
- Official
Skill Scanner
getsentry/skills
Scan agent skills for security issues. An agent skill from getsentry/skills.
More from questflowai/investorskills
All 63 skills in this repoA16z Techno Optimist
questflowai/investorskills
A skill your agent uses when evaluating startups or tech platforms through an a16z-style lens: technology adoption, market creation, platform power, AI/crypto/software narratives, and bold…
Ackman Concentrated Activism
questflowai/investorskills
A skill your agent uses when evaluating Bill Ackman-style concentrated long theses, activist campaigns, high-conviction multiyear bets, and public narrative plus fundamental catalysts.
Ansem Crypto
questflowai/investorskills
A skill your agent uses when evaluating crypto narratives, attention rotation, memecoin cycles, Solana-style ecosystem momentum, social distribution, and reflexive retail flows in an Ansem-style…
Arthur Hayes Liquidity
questflowai/investorskills
A skill your agent uses when evaluating crypto markets through an Arthur Hayes-style liquidity lens: dollar liquidity, funding, risk appetite, cycle psychology, and macro-driven crypto positioning.
Buffett
questflowai/investorskills
A skill your agent uses when evaluating a business through Buffett-style ownership, owner earnings, durable moat, management quality, capital allocation, and margin-of-safety judgment.
Burry Asymmetric Contrarian
questflowai/investorskills
A skill your agent uses when evaluating Michael Burry-style contrarian, asymmetric, unpopular trades: deep mispricing, short theses, complex assets, forced consensus errors, and catalyst-driven…
Related
Categories
Questions about Serenity
What does Serenity do?
A skill your agent uses when evaluating US stocks through Serenity / @aleabitoreddit's AI and semiconductor supply-chain lens: upstream chokepoints, photonics/CPO bottlenecks, hyperscaler capex…. Serenity is an agent skill from questflowai/investorskills. 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.
When should I use Serenity?
Serenity fits situations like: evaluating US stocks through Serenity / @aleabitoreddits AI and semiconductor supply-chain lens: upstream chokepoints; photonics/CPO bottlenecks; hyperscaler capex; institutional rotation.
How do I install Serenity in Claude Code?
Run `npx skills add questflowai/investorskills --skill serenity -a claude-code`. Or copy the skill folder (skills/serenity in questflowai/investorskills) into .claude/skills/serenity in your project. Claude Code loads it when a task matches its description.
How do I install Serenity in Codex?
Run `npx skills add questflowai/investorskills --skill serenity -a codex`. Or copy the skill folder (skills/serenity in questflowai/investorskills) into .agents/skills/serenity in your project. Codex loads it when a task matches its description.
Can I use Serenity 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 questflowai/investorskills --skill serenity -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, .gemini/skills/serenity, .github/skills/serenity and .opencode/skills/serenity in your project.
What does Serenity need to run?
SKILL.md names no scripts, command-line tools or credentials: Serenity is instructions for the agent only.
Does Serenity 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 Serenity 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 Serenity use?
Serenity is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Serenity use?
About 935 tokens (SKILL.md is roughly 3.7k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.
What are the alternatives to Serenity?
Skills that share tags, products or a category with Serenity: Serenity Aleabitoreddit (yan-labs/serenity-aleabitoreddit, 480 stars), Serenity Thesis Tracker (AlphaMao1/AlphaMao_Skills, 130 stars), Serenity Skill (aiskillstore/marketplace, 430 stars) and Operations (travisjneuman/.claude, 101 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Serenity?
questflowai (a GitHub organization) maintains it in questflowai/investorskills, which has 1,896 GitHub stars. The repository holds 63 skills in this directory. The repository was last updated on August 23, 2026.
Source: questflowai/investorskills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.