serenity-aleabitoreddit — Claude Code skill: setup and features
Applies trader Serenity's supply-chain lens to US semiconductor and AI stocks. It helps spot upstream hardware bottlenecks before institutions price them in.
npx skills add yan-labs/serenity-aleabitoreddit --skill serenity-aleabitoreddit -a claude-codeWhat serenity-aleabitoreddit does
This skill evaluates US stocks by tracing hardware dependencies far upstream instead of tracking obvious end-product makers. The framework draws from 6,736 posts and four long articles by trader Serenity (@aleabitoreddit). It maps connections across optical transceivers, raw wafer fabrication, specialized chip architectures, and electrical power.
The local files in references/ organize the methodology, historical track record, and per-ticker theses. The underlying research decays rapidly and goes stale in about 30 minutes. Run skills update serenity-aleabitoreddit -y before reading these files to pull current revisions.
The tool assists decision-making and never places or cancels market orders. Reported trader returns remain unverified by third parties. Micro-cap equities covered by this framework carry sharp volatility, making independent validation critical.
What it helps with
- trace upstream bottlenecks in AI hardware and optical networking supply chains
- evaluate semiconductor stocks against hyperscaler capital expenditure plans
- filter equity ideas by customer concentration and share dilution risks
- check fundamental theses across power grids and specialized data centers
Example prompts for the agent
- Evaluate AXTI using Serenity's framework for substrate and wafer bottlenecks.
- What is the current thesis on LITE and optical transceivers in the reference files?
- Check whether power constraints create a viable bottleneck thesis for VST.
How to install serenity-aleabitoreddit
1Skills CLI (Vercel)
npx skills add yan-labs/serenity-aleabitoreddit --skill serenity-aleabitoreddit -a claude-code2Manually: put the files in place
~/.claude/skills/serenity-aleabitoreddit/SKILL.mdCopy the whole skill folder; for one project use .claude/skills/serenity-aleabitoreddit/
1Skills CLI (Vercel)
npx skills add yan-labs/serenity-aleabitoreddit --skill serenity-aleabitoreddit -a codex2Manually: put the files in place
.agents/skills/serenity-aleabitoreddit/SKILL.mdFor all projects use ~/.agents/skills/
1Skills CLI (Vercel)
npx skills add yan-labs/serenity-aleabitoreddit --skill serenity-aleabitoreddit -a cursor2Manually: put the files in place
.cursor/skills/serenity-aleabitoreddit/SKILL.mdCursor also reads .agents/skills/ and .claude/skills/
1GitHub CLI
gh skill install yan-labs/serenity-aleabitoreddit serenity-aleabitoreddit2Manually: put the files in place
.github/skills/serenity-aleabitoreddit/SKILL.md1Skills CLI (Vercel)
npx skills add yan-labs/serenity-aleabitoreddit --skill serenity-aleabitoreddit -a gemini-cli2Platform CLI
gemini skills install https://github.com/yan-labs/serenity-aleabitoreddit --path serenity-aleabitoredditManually: put the files in place
.devin/skills/serenity-aleabitoreddit/SKILL.mdThe legacy .windsurf/skills/ path still works
Skills CLI (Vercel)
npx skills add yan-labs/serenity-aleabitoreddit --skill serenity-aleabitoreddit -a opencodeClaude.ai
Zip the folder and upload it in Settings → Capabilities → Skills
Step by step, with commands for each platform: How to install skills in Claude Code: five ways
Questions about serenity-aleabitoreddit
How to install serenity-aleabitoreddit in Claude Code?
Run npx skills add yan-labs/serenity-aleabitoreddit --skill serenity-aleabitoreddit -a claude-code in your terminal. The configuration installs to ~/.claude/skills/serenity-aleabitoreddit/SKILL.md.
What does serenity-aleabitoreddit do?
It provides an analytical framework to evaluate semiconductor, optical, and grid stocks using supply chokepoint models. It assists analysis without executing automated trades.
Why does the skill need frequent updates?
The reference data gets regenerated from the live feed and goes stale within roughly 30 minutes. Running skills update serenity-aleabitoreddit -y ensures your agent works with current theses.
