serenity

serenity is a skill for Claude Code, Codex from questflowai/investorskills. It costs 52 tokens per session (890 once invoked), scanned A, original, MIT.

A stock-research framework for finding underappreciated companies that supply critical parts or services in AI, semiconductor, photonics, power, and related hardware chains.

In plain words
What is it for?
Use it to investigate upstream suppliers, AI infrastructure themes, photonics and chip components, institutional buying, dilution risk, and whether a small company has a defensible role.
Why use it?
It helps distinguish a real supply-chain bottleneck, a point where limited capacity can constrain the whole chain, from a company driven mainly by market hype.

Skill for Claude CodeCodex

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

Good fit Use it to investigate upstream suppliers, AI infrastructure themes, photonics and chip components, institutional buying, dilution risk, and whether a small company has a defensible role.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/questflowai/investorskills/serenity
About the project

Investor Skills is an open-source library that organizes investing judgment—such as evaluating opportunities, managing risk, and acting under uncertainty—into structured, reusable instructions for people and AI finance agents. It is designed for studying and applying investment approaches, including inside Questflow and other agent tools. The catalogue includes portable skill packages from the library.

questflowai/investorskills · 1,845 stars · on GitHub · questflow.ai

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 questflowai/investorskills --skill serenity
Clone the repo
git clone --depth 1 https://github.com/questflowai/investorskills

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 serenity

README.md
[![agentmods](https://agentmods.dev/badge/skills/questflowai/investorskills/serenity/github.svg)](https://agentmods.dev/skills/questflowai/investorskills/serenity)
Your own site
<a href="https://agentmods.dev/skills/questflowai/investorskills/serenity"><img src="https://agentmods.dev/badge/skills/questflowai/investorskills/serenity/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 serenity

Your own site · 80×15
<a href="https://agentmods.dev/skills/questflowai/investorskills/serenity"><img src="https://agentmods.dev/badge/skills/questflowai/investorskills/serenity.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 52 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 890 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. Third-party audits
  • NVIDIA SkillSpector warn 7 Sept 2026
SkillSpector: 1 finding, up to medium

These are SkillSpector’s own severities. On a checked sample its high-severity flags on skills were ~96% false positives — a documented command, a public API, a “never do X” rule — so we show them as a caution to read, not a verdict. Why →

  • medium Excessive Agency · line 82
    Skill enables autonomous high-impact decisions without human-in-the-loop verification. Critical operations (destructive commands, financial transactions, data deletion) should require explicit user confirmation.
    Fix: Add human-in-the-loop confirmation for destructive, irreversible, or high-impact operations. Never auto-execute commands that modify files, send data, or alter system state.
How audits are shown
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 $0.00052 $0.00890
Opus 5 $0.00026 $0.00445
Sonnet 5 $0.00010 $0.00178
Haiku 4.5 $0.00005 $0.00089

Measured 10d ago against content hash 23870fc15243, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

serenity 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 10d 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/serenity/SKILL.md · 87 lines

How it starts

The opening of the file, as written. The whole thing — 87 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Serenity Supply-Chain Chokepoints

Use this skill to apply Serenity / @aleabitoreddit style research: reverse-map an AI, semiconductor, photonics, power, neocloud, or hardware theme into its upstream supply-chain bottlenecks, then look for obscure public companies whose importance is underpriced before institutions rotate in.

When To Use

Use this skill when the user asks for:

  • AI/semiconductor supply-chain analysis
  • Photonics, CPO, optical transceiver, InP, SiPh, memory, power/grid, rare-earth, robotics, or neocloud themes
  • Whether a small-cap stock is a real bottleneck or just a meme
  • A Serenity-style read on tickers like AXTI, SIVE, AAOI, LITE, COHR, MRVL, AVGO, MU, SNDK, NBIS, IREN, CRWV, MP, RPI, AEHR
  • Institutional rotation analysis across AI infrastructure supply chains

Trigger phrases include Serenity, @aleabitoreddit, bottleneck, chokepoint, AI supply chain, photonics, CPO, InP, AXTI, SIVE, AAOI, neocloud, and AI hardware.

Do Not Use When

  • The request is mainly crypto narrative or memecoin flow. Use ansem-crypto instead.
  • The company has no plausible upstream supply-chain role.
  • The thesis is only social hype with no technical, customer, or revenue validation path.
  • Current filings, dilution, liquidity, or balance-sheet data are unavailable.
  • The user wants blind copy-trading of Serenity's posts.

Inputs Needed

  • Ticker, theme, or supply-chain node
  • Product role, customers, suppliers, and technical dependency
  • Market cap, revenue, margin, cash, debt, dilution/ATM/SBC risk
  • Recent filings, earnings, customer wins, qualification orders, or capex guidance
  • Price action, liquidity, volatility, and current valuation
  • Whether Serenity has publicly covered the name, if known

Process

  1. Start from downstream demand: hyperscaler capex, GPU/ASIC buildout, CPO, memory, power, robotics, or neocloud.
  2. Reverse-map the bill of materials and supply chain upstream.
  3. Identify chokepoints: single-vendor, duopoly, scarce material, qualification bottleneck, or capacity constraint.
  4. Compare chokepoint importance to market cap, revenue ramp, and valuation.
  5. Check validation: contracts, earnings, customer qualification, industry commentary, capex commitments, or M&A logic.
  6. Penalize dilution, ATM filings, SBC, poor financing quality, and weak balance sheets.
  7. Separate article-level thesis, reply-level idea, no-position idea, and stale post.
  8. Produce a bull case, bear case, invalidation, and position-risk warning.

Read the full file on GitHub · 87 lines

Files

What ships with it

1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

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. 10d ago First seen · 87 lines · 52 tokens per session scan A 23870fc15243

Subscribe to this mod's changes

serenity is a skill published in the GitHub repository questflowai/investorskills (1,845 stars, last pushed 18d ago), licensed MIT. It adds 52 tokens to every session and 890 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.

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