serenity-chokepoint-investing

serenity-chokepoint-investing is a skill for Claude Code, Codex from W-Y-P/Serenity-aleabitoreddit-skill. It costs 77 tokens per session (2,315 once invoked), scanned A, original, MIT.

An investment-research framework for studying companies that control scarce parts of a supply chain, especially in areas such as artificial intelligence, semiconductors, and photonics. It examines bottlenecks, competition, upcoming events, valuation, and risks.

In plain words
What is it for?
Use it to investigate small companies with monopoly or duopoly positions, assess supply-chain bottlenecks and catalysts, compare valuation with business importance, and define risk controls.
Why use it?
It helps turn a stock idea into a structured question: does the company control a difficult-to-replace physical resource, and might that position be undervalued? It is research support, not a promise of investment results.

Skill for Claude CodeCodex

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

Good fit Use it to investigate small companies with monopoly or duopoly positions, assess supply-chain bottlenecks and catalysts, compare valuation with business importance, and define risk controls.

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Install with agentmods
npx agentmods add skills/w-y-p/serenity-aleabitoreddit-skill/serenity-aleabitoreddit-skill
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 W-Y-P/Serenity-aleabitoreddit-skill --skill serenity-aleabitoreddit-skill
Clone the repo
git clone --depth 1 https://github.com/W-Y-P/Serenity-aleabitoreddit-skill

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-chokepoint-investing

README.md
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Your own site
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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-chokepoint-investing

Your own site · 80×15
<a href="https://agentmods.dev/skills/w-y-p/serenity-aleabitoreddit-skill/serenity-aleabitoreddit-skill"><img src="https://agentmods.dev/badge/skills/w-y-p/serenity-aleabitoreddit-skill/serenity-aleabitoreddit-skill.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 77 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,315 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 $0.00077 $0.02315
Opus 5 $0.00039 $0.01157
Sonnet 5 $0.00015 $0.00463
Haiku 4.5 $0.00008 $0.00231

Measured 12d ago against content hash 49ab46a3d7a3, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

serenity-chokepoint-investing 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.

SKILL.md · 161 lines

How it starts

The opening of the file, as written. The whole thing — 161 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Serenity Chokepoint Investing

Use this skill to turn an investment idea into a structured chokepoint thesis. The goal is not to copy any public trader's positions. The goal is to test whether a company controls a scarce, hard-to-substitute physical layer that captures value as downstream demand expands.

Respond in the user's language. If the request is in Chinese, keep the research output in Chinese while preserving ticker symbols, filings, and source titles as written.

Reference Material

Read only what the task needs:

  • references/source_notes.md: corpus coverage, source tiers, and reliability limits.
  • references/achievements_and_sources.md: Serenity/@aleabitoreddit public achievements, follower growth, performance claims, and verification status.
  • references/serenity_framework.md: distilled investment philosophy and reusable research moves.
  • references/case_patterns.md: recurring case archetypes such as AXTI, SIVE, SOI, AAOI/LITE/COHR, European photonics names, and NBIS.
  • references/update_2026_06.md: staged June 2026 incremental notes from post/search-index evidence; use for new optics, policy, dilution, and reflexivity updates.
  • references/maintenance.md: rules for updating this skill from new posts or outside research without turning it into a noisy transcript.

Guardrails

  • Treat all social-media posts as leads, not proof.
  • Do not issue buy/sell instructions. Produce research, scenarios, risks, and invalidation points.
  • Check current prices, filings, company releases, transcripts, dilution, and short interest before making conclusions.
  • Separate primary evidence from third-party summaries and self-reported performance.
  • For microcaps, explicitly discuss liquidity, float, dilution, hype reflexivity, and exit risk.
  • Never present Serenity's self-reported returns or follower growth as audited evidence. Label them as self-reported, mirror-observed, or media-reported.
  • Treat options, margin, short-squeeze setups, and IV/vega trades as advanced risk overlays. Do not convert them into trade instructions or position-size prescriptions.
  • Do not conflate reference-design inclusion, ecosystem membership, foundry-platform validation, or customer engineering work with purchase orders or recognized revenue.
  • Do not treat all dilution the same. Distinguish constructive financing that unlocks IP, capacity, listing access, or customer delivery from toxic financing that transfers value away from shareholders.
  • Do not invalidate a hardware architecture thesis from price volatility alone; invalidate it through lost design-ins, substitute qualification, ramp breakdowns, margin collapse, excessive dilution, or demand rollover.

Read the full file on GitHub · 161 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 · 161 lines · 77 tokens per session scan A 49ab46a3d7a3

Subscribe to this mod's changes

serenity-chokepoint-investing is a skill published in the GitHub repository W-Y-P/Serenity-aleabitoreddit-skill (113 stars, last pushed 3mo ago), licensed MIT. It adds 77 tokens to every session and 2,315 once invoked, about $0.0004 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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