bottleneck-hunter

bottleneck-hunter is a skill for Claude Code, Codex from skloxo/TideTrading. It costs 145 tokens per session (2,683 once invoked), scanned A, a copy of bottleneck-hunter, MIT.

A research framework for finding supply-chain choke points behind large trends such as AI infrastructure, energy transition, or defense. It traces the physical chain down to less visible parts, materials, and equipment.

In plain words
What is it for?
Mapping a trend's supply chain, identifying Layer 2 and Layer 3 bottlenecks, and finding companies exposed to those constraints.
Why use it?
It shifts attention from well-known industry leaders to components that could become scarce as demand grows.

Skill for Claude CodeCodex

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

Good fit Mapping a trend's supply chain, identifying Layer 2 and Layer 3 bottlenecks, and finding companies exposed to those constraints.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/skloxo/tidetrading/bottleneck-hunter
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 skloxo/TideTrading --skill bottleneck-hunter
Clone the repo
git clone --depth 1 https://github.com/skloxo/TideTrading

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 bottleneck-hunter

README.md
[![agentmods](https://agentmods.dev/badge/skills/skloxo/tidetrading/bottleneck-hunter/github.svg)](https://agentmods.dev/skills/skloxo/tidetrading/bottleneck-hunter)
Your own site
<a href="https://agentmods.dev/skills/skloxo/tidetrading/bottleneck-hunter"><img src="https://agentmods.dev/badge/skills/skloxo/tidetrading/bottleneck-hunter/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 bottleneck-hunter

Your own site · 80×15
<a href="https://agentmods.dev/skills/skloxo/tidetrading/bottleneck-hunter"><img src="https://agentmods.dev/badge/skills/skloxo/tidetrading/bottleneck-hunter.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 145 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,683 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 100% copy Near-identical to another mod 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 $0.00145 $0.02683
Opus 5 $0.00072 $0.01341
Sonnet 5 $0.00029 $0.00537
Haiku 4.5 $0.00015 $0.00268

Measured 9d ago against content hash 2b8063b29992, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-09, from the pricing page.

Security

Grade A, and why

bottleneck-hunter 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 9d 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.

Origin

This is a copy

100% identical to bottleneck-hunter — 0 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

agent/src/skills/bottleneck-hunter/SKILL.md · 191 lines

How it starts

The opening of the file, as written. The whole thing — 191 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Supply-Chain Bottleneck Hunter

Decompose a super-trend (user-specified, e.g. "AI infrastructure", "energy transition") into its physical supply chain and hunt for bottleneck-arbitrage opportunities.

Core Idea

Don't ask "which AI stock to buy" — ask "if this trend keeps expanding, which link runs out first?"

Traditional research chases leaders and known tracks. This skill inverts: start from the choke points of the physical supply chain and find companies nobody notices but that the whole industry must wait on when they run short.

The edge: Layer-1 bottlenecks (GPU, HBM, power) are already priced in. The real alpha is in Layer 2 and Layer 3 — optical modules, lasers, InP substrates, SOI wafers, epitaxy equipment, wafer-level test, IC substrates, specialty fiberglass.

Step 1: Super-Trend Confirmation

Trend Filter Criteria

Criterion Requirement How to verify
Durability ≥3-5 years of certain growth Search industry forecasts, capex plans
Physicality Needs real hardware/material/equipment build Distinguish "software upgrade" from "physical expansion"
Scale Global capex >$50B/year Search top players' capex guidance
Acceleration Demand growth > supply expansion Compare demand growth vs capacity plans

Use web_search to verify. Reference super-trends: AI infrastructure, energy transition (nuclear/grid/storage), defense modernization, semiconductor reshoring, space economy.

Step 2: Physical Supply-Chain Decomposition

Don't stop at concepts — decompose to physical entities.

Layer 0 (end): final product/service
Layer 1 (core component): already closely watched  → priced in, limited alpha
Layer 2 (sub-component/material): low attention, alpha-rich
Layer 3 (upstream equipment/raw material)
Layer 4 (infrastructure): power, cooling, land, talent, certifications

AI Infrastructure Example

Layer 0: AI model training/inference services
Layer 1: GPU/accelerators, HBM, servers, data centers
Layer 2 (focus zone):
  - Network interconnect: optical modules, fiber, switch ASICs, copper cables
  - Optical comms core: lasers (EML/VCSEL/CW), modulators, photodetectors
  - Semiconductor materials: InP substrates, GaAs substrates, SOI wafers, SiC substrates
  - Advanced packaging: CoWoS interposers, HBM TSV, ABF substrate film
  - PCB/substrate: high-frequency PCB, IC substrates, specialty fiberglass
  - Test: wafer-level test (probe cards), burn-in, ATE
  - Thermal/cooling: liquid cooling, CDU, immersion fluid
  - Power connection: busbars, UPS, distribution, transformers
Layer 3: epitaxy equipment (MOCVD/MBE), lithography/etch, high-purity metals (In/Ga/Ge), specialty gases, sputtering targets, certifications (MSA/Telcordia)
Layer 4: power (nuclear/gas/transmission), cooling water, data-center land/permits

Read the full file on GitHub · 191 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. 9d ago First seen · 191 lines · 145 tokens per session scan A 2b8063b29992

Subscribe to this mod's changes

bottleneck-hunter is a skill published in the GitHub repository skloxo/TideTrading (10 stars, last pushed 2d ago), licensed MIT. It adds 145 tokens to every session and 2,683 once invoked, about $0.0007 per session on Opus 5. A static security scan graded it A with 0 findings. It is 100% identical to bottleneck-hunter, differing in 0 lines, and is treated as a copy.

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