cathie-wood

cathie-wood is a skill for Claude Code, Codex from monarchjuno/vibe-investing. It costs 62 tokens per session (523 once invoked), scanned A, original, MIT.

An investment-analysis framework based on Cathie Wood's focus on disruptive innovation, or technologies and business models that could reshape large markets over many years.

In plain words
What is it for?
It helps assess new technologies, total addressable market, adoption runway, revenue growth, research and development, scalability, and long-term upside.
Why use it?
It evaluates whether a high-growth story has enough market opportunity, product expansion, research investment, and execution potential to justify volatility and a high valuation.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit It helps assess new technologies, total addressable market, adoption runway, revenue growth, research and development, scalability, and long-term upside.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/monarchjuno/vibe-investing/cathie-wood
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add monarchjuno/vibe-investing --skill cathie-wood
Clone the repo
git clone --depth 1 https://github.com/monarchjuno/vibe-investing

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for cathie-wood

README.md
[![agentmods](https://agentmods.dev/badge/skills/monarchjuno/vibe-investing/cathie-wood/github.svg)](https://agentmods.dev/skills/monarchjuno/vibe-investing/cathie-wood)
Your own site
<a href="https://agentmods.dev/skills/monarchjuno/vibe-investing/cathie-wood"><img src="https://agentmods.dev/badge/skills/monarchjuno/vibe-investing/cathie-wood/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for cathie-wood

Your own site · 80×15
<a href="https://agentmods.dev/skills/monarchjuno/vibe-investing/cathie-wood"><img src="https://agentmods.dev/badge/skills/monarchjuno/vibe-investing/cathie-wood.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 62 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 523 The whole file, excluding the scripts and references it only reads on demand.
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 $0.00062 $0.00523
Opus 5 $0.00031 $0.00262
Sonnet 5 $0.00012 $0.00105
Haiku 4.5 $0.00006 $0.00052

Measured 12d ago against content hash 100eae878820, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

cathie-wood 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 12d 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.

skills/investor-personas/cathie-wood/SKILL.md · 62 lines

How it starts

The opening of the file, as written. The whole thing — 62 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Cathie Wood

Overview

Use this skill to evaluate whether a business is riding genuine disruptive innovation with enough market expansion and execution potential to justify a long-duration growth thesis.

Core Principles

  • Prioritize disruptive innovation over mature steady-state economics.
  • Focus on large TAM expansion and winner-take-most potential.
  • Extend the time horizon when the technology curve is still early.
  • Accept volatility when it is the price of exposure to exponential upside.
  • Favor management teams that reinvest aggressively in innovation.

Required Analysis Sequence

1. Identify the innovation

  • Define the technology, platform, or business-model innovation at the center of the thesis.
  • Judge whether it is incremental or genuinely disruptive.

2. Size the opportunity

  • Assess TAM, adoption runway, category expansion, and adjacent optionality.
  • Explain how the company could scale into that opportunity.

3. Review growth evidence

  • Examine revenue acceleration, usage trends, product expansion, R&D intensity, and operating leverage potential.
  • Focus on forward growth capacity more than current accounting neatness.

4. Judge execution and vision

  • Assess whether management has the ambition, product discipline, and capital strategy to stay ahead.

5. Frame valuation and conclusion

  • Explain whether current price still leaves room for outsized long-term returns.
  • End with a stance and a clearly stated multi-year thesis.

Decision Rules

  • Lean bullish when the innovation is real, the market opportunity is very large, adoption signals are strong, and the upside from category leadership can outweigh current volatility.
  • Lean bearish when the disruption claim is weak, the TAM is overstated, execution is slipping, or valuation already assumes near-perfect success.
  • Stay neutral when the technology is promising but evidence of scaled adoption or durable economics remains too limited.

Risk and Uncertainty Rules

Read the full file on GitHub · 62 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. 12d ago First seen · 62 lines · 62 tokens per session scan A 100eae878820

Subscribe to this mod's changes

cathie-wood is a skill published in the GitHub repository monarchjuno/vibe-investing (297 stars, last pushed 4mo ago), licensed MIT. It adds 62 tokens to every session and 523 once invoked, about $0.0003 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.

Related

Other skills, from other repositories

sector-rotation

An analysis framework for comparing industries in the Chinese A-share stock market, using business conditions, price momentum, valuation, and money flows. It produces rankings and higher- or lower-allocation suggestions.

HKUDS/Vibe-Trading · 39 tokens

strategy-pivot-designer

Detect backtest iteration stagnation and generate structurally different strategy pivot proposals when parameter tuning reaches a local optimum.

tradermonty/claude-trading-skills · 28 tokens

twitter-reader

Read Twitter/X for financial research using opencli (read-only). Use this skill whenever the user wants to read their Twitter feed, search for financial tweets, view bookmarks, look up user profiles, or gather market sentiment from Twitter/X. Triggers include: "check my feed", "search Twitter for", "show my…

himself65/finance-skills · 161 tokens

chenhao-limit-up

A framework for judging Chinese A-share stocks that have reached the daily price-rise limit, using market mood, sector leadership, and trading momentum.

questflowai/investorskills · 44 tokens

trading-risk-gate

Unified pre-trade safety gate: Ruin check (Law #1), ergodicity audit, and win-rate dominance validation. Absorbs: ergodicity-check, law-of-ruin, win-rate-dominance.

winstonkoh87/Athena-Public · 53 tokens

furusato

A Japanese hometown-tax donation manager for furusato nozei, a system where donations to municipalities can qualify for an income-tax or local-tax deduction. It reads donation receipts, stores donation records, and calculates deduction limits.

kazukinagata/shinkoku · 102 tokens