Consolidate 10 Reddit Power User Serenity’s Supply Chain Bottleneck Analysis Repositories into a Single Skill, Installable into Codex, Claude, and Cursor with One Command. Caveats: This Skill is purely a third-party distillation. The original author’s track record has not been audited — do not treat this as real investment advice. The core mechanism modularizes frameworks, knowledge bases, and templates from 10 repositories, but the strategy itself relies on public information and cannot predict black swan events. Suitable for learning analytical approaches, not for expecting windfall gains.

yux1azhengye/BestSerenitySkillFromAT

Source: https://github.com/yux1azhengye/BestSerenitySkillFromAT

Serenity Supply Chain Bottleneck Skill Collection — Comprehensive Analysis Project

🌐 English readers: see README.en.md for the full English version.

Project Overview

This project analyzes 10 GitHub repositories based on the investment methodology of Serenity (@aleabitoreddit). Each repository refines and applies the “supply chain bottleneck” investment strategy from a different angle, culminating in a unified ultimate framework.

Who is Serenity? A legendary figure from Reddit WSB, achieving approximately 3800% returns from 2019–2024 using the “RISC-V + AI” framework. Core methodology: trace upstream along the industrial chain to find the critical node where “if supply stops, a trillion-dollar industry will quake” — the small-cap stock at that node becomes the next explosive opportunity.

Repository Overview (10/10)

Repository #9 was previously unobtainable due to SSL issues, now resolved. Repository #10 is the community alternative for Oxagata-prog/serenity-skill (404). See full analysis in ANALYSIS_SUMMARY.md.

Project Structure

BestSerenitySkillFromAT/
├── README.md                      # This file (Chinese)
├── README.en.md                   # English version
├── SKILL.md                       # v3.0 Skill entry (one-line install for each platform)
├── SKILL.en.md                    # v3.0 Skill entry (English)
├── FINAL_UNIFIED_SKILL.md         # v2.0 archived Skill (single file)
├── LICENSE                        # MIT
│
├── skills/serenity-unified/       # v3.0 modular Skill
│   ├── SKILL.md                   # Core instructions (~200 lines)
│   ├── SKILL.en.md                # Core instructions (English)
│   ├── knowledge/                 # Reference knowledge base
│   │   ├── market-adaptation.md   # A-shares / US stocks / global market adaptation
│   │   ├── market-adaptation.en.md
│   │   ├── mental-models.md       # Mental models + decision heuristics
│   │   └── supply-chain-map.md    # Supply chain map
│   └── templates/                 # Report templates
│       ├── single-stock-report.md       # Single stock report template
│       ├── single-stock-report.en.md
│       ├── sector-report.md             # Sector report template
│       └── sector-report.en.md
│
├── docs/                          # Analysis documents
│   ├── ANALYSIS_SUMMARY.md        # In-depth comparison of all 10 repositories
│   └── DEEP_OPTIMIZATION_REPORT.md # Deep optimization analysis
│
├── muxuuu-serenity-skill/         # Repositories 1-10 (cloned sub-repos)
│ ...                              # Full list in clone commands below

Core Documents

• SKILL.md — v3.0 Skill (recommended), root entry, one-line install for each platform
• SKILL.en.md — English entry point for international users
• skills/serenity-unified/ — Modular structure (core instructions + knowledge/ + templates/)
• FINAL_UNIFIED_SKILL.md — v2.0 archived version (single file, 691 lines)
• docs/ANALYSIS_SUMMARY.md — In-depth analysis, core difference matrix, key insights for all 10 repositories
• docs/DEEP_OPTIMIZATION_REPORT.md — Three evolution paths, four generations of anti-hallucination mechanisms, and other independent analyses

Quick Start

One-Line Installation

Choose the command for your Agent tool:

# Codex — tell Codex: "Pull yux1azhengye/BestSerenitySkillFromAT from GitHub and install the root SKILL.md as a skill"
# skills.sh (Codex universal)
npx skills add yux1azhengye/BestSerenitySkillFromAT

# Claude Code (global, usable from any directory)
git clone https://github.com/yux1azhengye/BestSerenitySkillFromAT.git ~/.claude/skills/serenity-unified-skill

# Cursor
git clone https://github.com/yux1azhengye/BestSerenitySkillFromAT.git /tmp/serenity && cp /tmp/serenity/SKILL.md .cursor/rules/serenity-unified.mdc

# Gemini CLI
git clone https://github.com/yux1azhengye/BestSerenitySkillFromAT.git /tmp/serenity && cp /tmp/serenity/SKILL.md GEMINI.md

Invocation Examples

/serenity Analyze $NVDA — is this stock worth it?
Help me use Serenity's method to look at the 1.6T optical module chain — are there any unpriced bottlenecks?
Use Serenity's method to look at A-share AI semiconductors — which one is most worth researching?

Choose Original Repositories by Need

• A-share users: fadewalk/serenity-stock-choke or ZadAnthony/serenity-skill
• US stock users: W-Y-P/Serenity-aleabitoreddit-skill or muxuuu/serenity-skill
• Track Serenity himself: lanfuli/aleabito-serenity-skills (6,120 posts + attention radar)
• Local visualization: haskaomni/serenity (python3 scripts/server.py --port 8787)

Clone All Repositories

git clone https://github.com/muxuuu/serenity-skill.git muxuuu-serenity-skill
git clone https://github.com/lanfuli/aleabito-serenity-skills.git lanfuli-aleabito-serenity-skills
git clone https://github.com/haskaomni/serenity.git haskaomni-serenity
git clone https://github.com/W-Y-P/Serenity-aleabitoreddit-skill.git WYP-Serenity-aleabitoreddit-skill
git clone https://github.com/ZadAnthony/serenity-skill.git ZadAnthony-serenity-skill
git clone https://github.com/fadewalk/serenity-stock-choke.git fadewalk-serenity-stock-choke
git clone https://github.com/leslieyeo/serenity-reply.git leslieyeo-serenity-reply
git clone https://github.com/zongmin-yu/serenity-skills.git zongmin-yu-serenity-skills
git clone https://github.com/yan-labs/serenity-aleabitoreddit.git yan-labs-serenity-aleabitoreddit
git clone https://github.com/xvhaoran778-cyber/Serenity.SKILL.git xvhaoran778-cyber-Serenity-SKILL

Disclaimer

NOT investment advice. This project is for learning and research purposes only, studying investment analysis methodologies. Any targets, conviction tiers, or valuation ranges do not constitute buy/sell recommendations. For real money, please DYOR.

Third-party independent distillation — not official, not endorsed. This project is a bottom-up integration of multiple public repositories and has no affiliation with @aleabitoreddit.

His track record is self-reported and has not been independently audited. This limitation must be included when citing. Investing involves risk. Decision risks and consequences are solely borne by the user.

License

MIT — use freely, modify freely, build freely. Methodology distillation content is for personal learning/research use. Underlying investment opinions are copyright of the original authors.

Acknowledgments

Thanks to the following open-source authors: @muxuuu, @ZadAnthony, @W-Y-P, @fadewalk, @lanfuli, @haskaomni, @leslieyeo, @zongmin-yu, @yan-labs, @xvhaoran778-cyber.

And to the original methodology source: Serenity (@aleabitoreddit) — AI/semiconductor supply chain analyst on X/Twitter.

This document was last updated on June 10, 2026