xvhaoran778-cyber/serenity.skill

Serenity.SKILL is a plugin for Codex, an AI coding assistant, that packages an investment research methodology focused on identifying supply chain bottlenecks in technology-related industries. The core method comes from publicly available tweets and trading disclosures by a person known as Serenity on Reddit, the skill distills the analytical approach without replicating their personal commentary or trading recommendations. The skill is designed to help analysts examine industries like semiconductors, AI data centers, optical communications, and advanced chip packaging, and ask: where is the supply constrained? It guides the user to trace real chokepoints: specific materials, manufacturing equipment, certifications, production capacity, or government approvals that limit who can supply a product. Once a chokepoint is identified, the skill helps translate a demand shift in that sector into estimated financial impact at the company level. The methodology uses a Bayesian framing: the analyst starts with a prior belief about an investment, then systematically weighs new evidence (positive or negative) to update the conclusion. The skill pulls from official company announcements, earnings reports, exchange disclosures, and policy documents rather than relying on news and social media, which it treats only as leads to verify. The skill covers multiple stock markets including Chinese A-shares, US equities, Hong Kong, Taiwan, Japan, and European listings. Installation involves copying one folder into the local Codex skills directory. The README is written in Chinese and notes clearly that this is not investment advice and is not an automated stock recommendation tool. The Serenity trading disclosures referenced are drawn from public sources and are not treated as audited facts.