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Serenity Supply-Chain Choke Point Stock Picker

A six-step framework for mapping supply-chain choke points and screening small-cap names across A-share, Hong Kong and US markets.

Data & AnalyticsIntermediate★ 488⑂ 55AI score 9/10Last updated: Oct 6, 2026

What it does

  • Classifies the requested sector's cycle stage: demand explosion, technology transition, or supply constraint.
  • Walks the supply chain backwards (end product → core components → key materials → upstream chemicals/minerals/rare gases) to pinpoint the link whose disruption would halt the whole industry.
  • Builds a four-dimension signal card per candidate stock (choke-point position, valuation percentile, capital flow, analyst coverage) and applies seven hard exclusion rules (theme-chasing revenue <15%, low barriers, valuation percentile >80%, liquidity traps, ST/delisting risk, etc.).
  • Runs a long/short confirmation checklist, then emits a fixed eight-section report including a 90-day catalyst calendar and position-sizing constraints.
  • Uses a three-tier data strategy: the agent's own finance tools → the bundled scripts/a_stock_query.py (quotes, valuation percentiles, broker reports, margin balances, chip distribution) → templated web searches, with a clear matrix of which commands work for A-share vs HK vs US.

Who it's for

  • Retail investors and analysts who think in terms of industry chains rather than single tickers.
  • Anyone comparing A-share, Hong Kong and US names under one consistent framework.
  • Users who want an explicit checklist to separate genuine structural bottlenecks from hype.

Examples

  1. "Analyze choke points in the power equipment sector" → cycle verdict, chain map down to transformers and insulation materials, candidate signal cards.
  2. "Find bottlenecks in the US AI compute chain" → InP substrate / HBM / CoWoS analysis, substituting 13F holdings and short interest for mainland-only flow data.
  3. "Check valuation percentile and analyst coverage for 600519" → run the script's valuation and reports commands, then apply the seven exclusion rules.

· · · Install guide · · ·

Try it now, no install

Paste this into Claude to use the skill without installing anything.

Read the instructions in this file and follow them to help me:
https://raw.githubusercontent.com/fadewalk/serenity-stock-choke/HEAD/SKILL.md

What I want: (describe your task here)

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↓ If it works for you, download the ZIP below and install it. Then it runs on its own — no pasting each time.

Install in the Claude app (no terminal)
  1. Download the ZIP with the button below.
  2. In Claude, open Settings → Capabilities and turn on 'Code execution and file creation'. (one time)
  3. Go to Customize → Skills → + → 'Upload a skill' and upload the ZIP.
↓ Download ZIP
Install in Claude Code

Let Claude do it — paste this into Claude Code

Install the skill I found on Claude Skill Mart.
Copy the SKILL.m folder from the GitHub repo fadewalk/serenity-stock-choke into my ~/.claude/skills/serenity-stock-choke/.
When it's done, tell me in one line what this skill can do.

Install with a command instead

git clone https://github.com/fadewalk/serenity-stock-choke.git ~/.claude/skills/serenity-stock-choke

⚠ This is a third-party skill. Check the source repository before installing.

  1. Open a terminal.
  2. Create the skills directory if needed: mkdir -p ~/.claude/skills
  3. Clone the repo: git clone https://github.com/fadewalk/serenity-stock-choke.git ~/.claude/skills/serenity-stock-choke
  4. Confirm ~/.claude/skills/serenity-stock-choke/SKILL.md exists (move it to the folder root if it sits in a subdirectory).
  5. Verify Python 3 is available: python3 --version
  6. Optional, for chip-distribution and block-trade commands: pip install akshare
  7. Restart Claude Code and try: "Use serenity-stock-choke to analyze bottlenecks in the optical module sector."
  8. Remember the output is research scaffolding, not investment advice; cross-check supply-chain claims with primary sources.
View source on GitHub ↗License: MIT