Serenity Analyst
Supply-chain chokepoint stock analysis distilled from investor Serenity's methodology.
Test report
- Verdict
- Tested · Works
- Score
- Tested
- Jul 14, 2026
- Environment
- Claude Code 2.x (agent harness)
- Upstream re-checked
- Aug 10, 2026 · 6501877
Asked it to analyze the lesser-covered $SMTOY leg of the InP-substrate duopoly: the skill correctly pulled the exact bundled quote ('bottlenecked by two companies: AXTI $700M / SMTOY $31.7B'), applied the anti-P/E rule, and downgraded it to 'satellite not core' per the graph's own stance tag -- a specific, non-generic call a plain LLM answer could not produce.
Scored on four weighted criteria — install, triggering, output vs. baseline, docs. How scoring works
- Installs cleanly 5/5
- Triggers reliably 5/5
- Output vs. baseline 9/10
- Docs & honesty 5/5
What Serenity Analyst does
Analyzes AI-hardware and semiconductor tickers by walking upstream from hyperscaler capex to near-monopoly chokepoint suppliers (substrates, photonics, HBM, advanced packaging), using a bundled supply-chain graph and a distilled investor knowledge base. Triggers when a user wants a chokepoint-style thesis on a chip/AI-hardware ticker or asks which upstream supplier benefits when a popular chip stock runs.
How to install Serenity Analyst
git clone https://github.com/videGavin/serenity-analyst
cd serenity-analyst
mkdir -p ~/.claude/skills
cp -r . ~/.claude/skills/serenity-analyst
Skills live in ~/.claude/skills/ (global) or .claude/skills/
(per-project). Restart Claude Code after installing.
Commands — how to trigger Serenity Analyst
-
/serenity-analystSupply-chain chokepoint stock analysis distilled from investor Serenity's methodology.
It also activates on plain-language prompts like these:
-
Which chokepoint supplier benefits if this chip stock runs? -
Analyze SMTOY as an InP substrate chokepoint play -
Trace this hyperscaler's capex upstream to its chip suppliers
Frequently asked questions
- Is the Serenity Analyst skill free?
- Yes. The skill itself is free from videGavin/serenity-analyst. SkillProof publishes the install command and an independent test verdict at no cost.
- Does Serenity Analyst work with Claude Code?
- We tested it with Claude Code 2.x (agent harness) on Jul 14, 2026. Verdict: Tested · Works. Asked it to analyze the lesser-covered $SMTOY leg of the InP-substrate duopoly: the skill correctly pulled the exact bundled quote ('bottlenecked by two companies: AXTI $700M / SMTOY $31.7B'), applied the anti-P/E rule, and downgraded it to 'satellite not core' per the graph's own stance tag -- a specific, non-generic call a plain LLM answer could not produce.
- What is the Serenity Analyst SkillProof Score?
- 9.6/10 — installs cleanly 5/5, triggers reliably 5/5, output vs. baseline 9/10, docs & honesty 5/5.
- How do I install Serenity Analyst?
- Copy the install command from this page, run it in your terminal, and restart Claude Code. Skills live in ~/.claude/skills/ (global) or .claude/skills/ inside a project.
- Can I use Serenity Analyst with Cursor, Copilot, Gemini CLI, Codex or other AI tools?
- The SKILL.md format is native to Claude (Claude Code, Desktop, claude.ai). The instructions inside adapt to other assistants: Cursor rules, GitHub Copilot instructions, Windsurf rules, Custom GPTs, AGENTS.md for OpenAI Codex, and GEMINI.md for Google Gemini CLI — our conversion guides cover each, and the free converter on the tools page does the wrapping for you.