serenity-skills: Instructions file for Claude Code

CLAUDE.md

serenity-skills CLAUDE.md is an instructions file for Claude Code from zongmin-yu/serenity-skills. It costs 737 tokens per session, scanned A, original, MIT.

Investment-research instructions about finding companies that may be unavoidable suppliers in the AI hardware supply chain. They use questions about forced demand, market size, substitutes, and independent confirmation.

In plain words
What is it for?
Use them to investigate AI infrastructure and semiconductor companies, trace spending through the supply chain, and assess whether a supplier has few practical alternatives.
Why use it?
They provide a screening process for separating possible supply bottlenecks from companies that merely appear important. A chokepoint is a scarce input or supplier that can restrict a larger production chain.

Instructions file for Claude Code

Written for Claude Code: the file is CLAUDE.md.

This is zongmin-yu/serenity-skills's own configuration. It tells Claude Code how to work on serenity-skills itself, so it is not a mod to install elsewhere. Copy it as a starting point and replace the rules that are about this project. Everything serenity-skills configures →

Reuse

Borrowing it

Nothing to install: this file belongs to zongmin-yu/serenity-skills. Take a copy, put it at the same path in your own repository, and replace the rules that are about this project with yours.

Copy the file
curl -O https://raw.githubusercontent.com/zongmin-yu/serenity-skills/main/CLAUDE.md
Clone the repo
git clone --depth 1 https://github.com/zongmin-yu/serenity-skills

Made for: Claude Code.

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Per session 737 This file is loaded in full into every session.
When invoked 737 The same file — it is already loaded in full.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00737 $0.00737
Opus 5 $0.00368 $0.00368
Sonnet 5 $0.00147 $0.00147
Haiku 4.5 $0.00074 $0.00074

Measured 11d ago against content hash ba4fcae2d787, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

serenity-skills CLAUDE.md scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 11d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

CLAUDE.md · 45 lines

How it starts

The opening of the file, as written. The whole thing — 45 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Serenity Guidelines

AI infrastructure and semiconductor supply chain analysis, distilled from the public posts of Serenity (@aleabitoreddit).

When trillions flow into AI buildout, some tiny company with no substitutes will be the bottleneck. Trace the capex from hyperscalers down through semiconductors, photonics, materials, and feedstock to find it before the market does.

Quick Filter

Run these first. Two "No" answers means this is probably not a chokepoint.

# Principle Question No = Stop
1 Forced Demand Is someone forced to buy this input to ship their product? No forced buyer = no chokepoint
2 Size Mismatch Is the supplier's market cap < 1% of the annual capex it enables? No mismatch = probably priced in
3 No Substitute Is there no production-ready alternative within 24 months? Substitute in qualification = expiring chokepoint
4 Outside Voice Have ≥ 3 independent parties confirmed the constraint in 90 days? Nobody else sees it = too early or wrong

Process (after passing the filter)

  1. Follow the Money — Where is capex flowing? Which layer is heating up? (Also valid: enter from a geopolitical event or policy action that forces supply chain restructuring.)
  2. Decompose the BOM — Break down the product. Which components take the largest cost share? (If BOM is not public, reconstruct from known supplier relationships + analyst reports + community intelligence.)
  3. Who Makes It? — Count suppliers. How many can make this at required quality and volume?
  4. Find the Monopoly — Supplier count ≤ 3 + small MC + high switching costs = chokepoint. (If upstream producers are large oligopolies, go one layer above to the smaller equipment/testing/controller companies they depend on.)
  5. Verify Irreplaceability — Check substitutes. Qualification cycle? Capacity ramp timeline? (For early architecture transitions: qualification progress > trailing revenue.)
  6. Go Deeper — Who supplies the supplier? Bottleneck within the bottleneck?
  7. Historical Pricing — Similar scarce materials spiked how much? Cost of project delay?
  8. External Validation — Earnings calls, analyst coverage, policy actions, combat/deployment validation?

Read the full file on GitHub · 45 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 11d ago First seen · 45 lines · 737 tokens per session scan A ba4fcae2d787

Subscribe to this mod's changes

serenity-skills CLAUDE.md is an instructions file published in the GitHub repository zongmin-yu/serenity-skills (34 stars, last pushed 3mo ago), licensed MIT. It adds 737 tokens to every session, about $0.0037 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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