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Top AI Repos tracks AI repositories on GitHub and answers two different questions about each one: is it moving right now, and would you bet a product on it.
A Claude skill: reverse-map a supply chain to find overlooked upstream bottleneck stocks. Distilled from trader Serenity (@aleabitoreddit)'s public methodology. Not financial advice.
| Date | Stars |
|---|---|
| 2026-07-31 | 339 |
| 2026-08-06 | 339 |
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# Serenity Bottleneck Hunter — a Codex & Claude Skill [](https://github.com/Mrjie7205/serenity-bottleneck-hunter/stargazers) [](https://github.com/Mrjie7205/serenity-bottleneck-hunter/network/members) [](LICENSE) [](SKILL.md) [](SKILL.md) > Given an investment **theme**, this skill reverse-maps the supply chain to surface **overlooked upstream "bottleneck" stocks** — distilled from the *publicly shared* methodology of X/Twitter trader **Serenity (@aleabitoreddit)**. > > 给定一个投资主题,复用 X 博主 **Serenity** 公开分享的"供应链瓶颈逆向映射"方法,独立挖出被市场忽视的**上游瓶颈股**(而非抄他已喊过的票)。 ## ⚡ 30 秒装上 / Quick start ### OpenAI Codex macOS / Linux: ```bash git clone https://github.com/Mrjie7205/serenity-bottleneck-hunter.git \ ~/.codex/skills/serenity-bottleneck-hunter ``` Windows PowerShell: ```powershell git clone https://github.com/Mrjie7205/serenity-bottleneck-hunter.git ` "$HOME\.codex\skills\serenity-bottleneck-hunter" ``` 安装后重新启动 Codex 或开启新会话，然后显式调用: ```text 使用 $serenity-bottleneck-hunter 分析「AI 数据中心电力」主题，给出候选标的和论证。 ``` 也可以自然语言触发: ```text 用 Serenity 瓶颈猎手方法分析「人形机器人」产业链，寻找被忽视的上游瓶颈股。 ``` Codex 会从 `~/.codex/skills/serenity-bottleneck-hunter/SKILL.md` 读取工作流；仓库中的 `scripts/`、`reference/` 和 `tracking/` 会作为配套资源使用。 ### Claude Code ```bash # 克隆到个人 skills 目录,立即生效 git clone https://github.com/Mrjie7205/serenity-bottleneck-hunter.git ~/.claude/skills/serenity-bottleneck-hunter ``` 然后在 Claude Code 里直接说: ``` 用 Serenity 瓶颈猎手方法,分析「AI 数据中心电力」这个主题,给出候选标的 ``` **claude.ai / Claude Desktop**:把仓库打包上传为 skill,或直接把 `SKILL.md` 拖进对话让 Claude 照着执行。 **价格数据(可选)**:`export EODHD_API_KEY=你的key`([EODHD](https://eodhd.com) 全球覆盖最广,海外股推荐);没有 key 时自动回退 yfinance(美股 OK)。**禁止用 WebSearch 猜价格** — 这是 skill 的硬纪律。 ## 📊 输出长什么样 / Report anatomy 每个主题产出一份**自包含单文件 HTML 报告**(零依赖,浏览器直接打开,模板见 `reference/report_template.html`),从上到下: | 区块 | 内容 | |---|---| | **一句话结论** | 开门见山:这个主题值不值得做、最佳切入点是什么 | | **Step 1 · 资本开支确定性** | 3-4 个关键数字:谁在花钱、花多少、确定性来源 | | **30 秒看懂** | 给非从业者的主题速览(术语友好度纪律) | | **Step 2 · 产业链网状图** | 5 层逆向拆链,SVG 自动绘制依赖边,瓶颈节点**双规则自动判定**:漏斗型(入度≥2 出度≤1,金边)+ 枢纽型(入度≥2 出度≥2,多对多最难绕开,酒红边) | | **⚑ 本次行动点** | 头条位:最多 2 张行动卡(设什么警报 / 什么条件做什么)无视排序置顶——读者 10 秒拿到本次唯一要做的事 | | **Step 4-6 · 候选 leaderboard** | 核心区,每候选一行:🟢候选 / 🟡观望 / 🔴排除 + **水位标尺**(贴顶/高位/中位/低位/贴底 + 距高点% + 近1月/3月,人话化动量;**标尺两端标 6月低/高价、游标标现价**——定性+定量同在一根尺)+ **第二轴(估值×基本面)**(forward P/E 轨迹 / PEG / 盈利增速 / 板块内 RS → 把高水位分流成「贵但对=盈利撑住的龙头」vs「真贴顶=纯重估」,修正"水位单轴=均值回归伪装成动量"的偏差)+ trigger 分层(⚙ 可自动盯 / 👁 需人工)+ 行内三道闸小标 + **判定史**(同标的历史判定:旧价→今价±%、对错复盘);原型/基本面/情景/风险折叠进"详情",按 stage 从 early→extended 排序 | | **⭐ 跨主题信号** | 本主题候选与其他已扫主题的交集 — 被多个 capex 周期同时锁定的 root 节点(⑤原型) | | **Step 5 · 三道闸门** | 穷尽性 A / ETF audit A+ / ticker 验证 A++ 的逐项通过情况(过/半过/不过) | | **Step 7 · 落地结论** | 仓位思路 + 触发器清单(什么条件下重估哪只) | | **底部** | 数据备注(价格快照日期/来源)· 术语速查表(自动从正文抽取,默认折叠)· 引用链接 · 免责声明 | 报告中的每个 🟢🟡🔴 判定同步写入 `tracking/forward_picks.csv`(带日期锁定),供日后向前验证。 每份报告**交付前过 `scripts/verify_report.py` 契约校验**(区块齐全 / 每候选 §A、🟢 带 §B / 标尺三价齐 / 价格逐字段对账 scan / 入轨 forward_picks / 状态断言带日期 / 无占位符残留 / 折叠开合平衡),有【拦】先修再交付——把"分析做了但漏交付块、漏刷状态、漏入库"挡在交付前。 ## What it does / 做什么 Theme → reverse supply-chain map → apply **9 "bottleneck archetypes"** → output a short list of overlooked upstream candidates with: thesis, archetype, valuation, entry-timing (Mode-A "buy early momentum, not the dip"), target/timeframe, and risks. The edge is being **early to the theme**, not chasing crowded names. 主题 → 逆向拆解供应链 → 套用 **9 大瓶颈原型** → 产出被忽视的上游候选 + 论点/估值/入场时机/目标价/风险。核心是**早于机构发现主题**,不追拥挤标的。 ## 🛡️ 工程化纪律 / Engineering discipline 这个 skill 的差异点不只是方法论,是**把 LLM 的已知失败模式工程化拦截**。每条纪律都来自一次真实翻车,完整复盘档案在 [`reference/lessons.md`](refe
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Read on GitHubWould you bet a product on this? Bounded 0–100 and slow moving.
matched fp:1564fd8650972113, llm:Repository description: 'A Claude skill: reverse-map a supply chain to find overlooked upstream bottleneck stocks. Distilled from trader Serenity ...' indicates it's an AI assistant skill for financial supply-chain bottleneck analysis (Claude skill). No topics listed.
matched fp:1564fd8650972113, llm:Repository description: 'A Claude skill: reverse-map a supply chain to find overlooked upstream bottleneck stocks. Distilled from trader Serenity ...' indicates it's an AI assistant skill for financial supply-chain bottleneck analysis (Claude skill). No topics listed.