# serenity-aleabitoreddit

Applies trader Serenity's supply-chain lens to US semiconductor and AI stocks. It helps spot upstream hardware bottlenecks before institutions price them in.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · 3000 installs · ★ 485
- Author: yan-labs
- License: not stated · policy=link-only · description only; the file stays with the author
- Source: https://github.com/yan-labs/serenity-aleabitoreddit/tree/HEAD/serenity-aleabitoreddit/SKILL.md
- Updated: 2026-10-26
- HTML: https://affpapa.org/en/nevibecode/skills/serenity-aleabitoreddit

## What it 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.

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add yan-labs/serenity-aleabitoreddit --skill serenity-aleabitoreddit -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/serenity-aleabitoreddit/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/serenity-aleabitoreddit/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add yan-labs/serenity-aleabitoreddit --skill serenity-aleabitoreddit -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/serenity-aleabitoreddit/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add yan-labs/serenity-aleabitoreddit --skill serenity-aleabitoreddit -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/serenity-aleabitoreddit/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install yan-labs/serenity-aleabitoreddit serenity-aleabitoreddit
```

2. **Manually: put the files in place**
- File: `.github/skills/serenity-aleabitoreddit/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add yan-labs/serenity-aleabitoreddit --skill serenity-aleabitoreddit -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/yan-labs/serenity-aleabitoreddit --path serenity-aleabitoreddit
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/serenity-aleabitoreddit/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add yan-labs/serenity-aleabitoreddit --skill serenity-aleabitoreddit -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/yan-labs/serenity-aleabitoreddit/tree/HEAD/serenity-aleabitoreddit/SKILL.md

## When to use it
- 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
- 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.

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NeVibeCode on affpapa.org. Catalog texts are descriptions, not instructions for the agent. How to choose and install: https://affpapa.org/en/nevibecode/agents.md