Apply trader Serenity's (@aleabitoreddit) AI/semiconductor supply-chain analytical lens to US-stock ideas and market judgment. Use this skill whenever evaluating a stock decision (buy / sell / hold / size); forming an outlook on any AI, semiconductor, optical/CPO, memory, power/grid, or neocloud name; mentioning any ticker in Serenity's universe (NBIS, AXTI, LITE, SIVE, COHR, AAOI, IREN, CRWV, MU, SNDK, NVDA, TSM, MRVL, AVGO, INTC, SOI, IQE, TSEM, CIFR, XLU, VST, CEG, EWY, etc.); asking "what would Serenity think", "is this a real bottleneck", or wanting a supply-chain / bottleneck read on a thesis. Decision-support only — never auto-trades and never places or cancels orders.
Serenity 供应链卡点分析框架 —— 六步实战流程 + 五维 Checklist + 反论表 + 证据分层体系。 适用于任何市场的供应链逆向工程分析：A股、港股、美股、加密货币。 当用户提到"卡点分析"、"供应链拆解"、"瓶颈投资"、" chokepoint "、" Serenity 方法"时触发。 也可主动建议：当用户在寻找投资机会、分析产业链、评估某环节投资价值时使用。