alphagbm-compare

Side-by-side comparison of 2-5 stocks or options across GBM Five Pillars scores, options metrics, technicals, and valuations. Identifies the winner by category. Triggers: "compare AAPL vs MSFT", "NVDA or AMD", "which is cheaper TSLA or META options", "tech stock comparison", "side by side", "versus", "which is better", "compare options", "cheapest IV", "best value stock"

Ir para a instalação

Repositório: AlphaGBM/skills
Última atividade na origem: 14 de abril de 2026 às 06:44
Idioma detectado do SKILL.md: inglês
Estrelas: 1.899
Forks: 237

Opções de instalação

Por padrão, está selecionado o prompt que primeiro revisa a origem. Você pode mudar para um comando direto ou baixar uma cópia local.

Instalar com Codex ou Claude Copie este prompt, cole no Codex, Claude ou outro assistente e deixe que ele revise a página da skill e instale para você.

Um comando direto ignora o prompt de revisão. Verifique a origem antes de executá-lo.

npx skills add https://github.com/AlphaGBM/skills --skill alphagbm-compare

O comando permanece em uma só linha. Role horizontalmente para revisá-lo antes de copiar.

Prefere uma cópia local? Baixe os arquivos disponíveis atualmente no SkillsMP.

Revise os arquivos de origem

Leia o SKILL.md e os arquivos complementares exibidos pelo SkillsMP antes de decidir se vai instalar.

SKILL.md

Instruções da origem · Visualização somente leitura

Voltar à pesquisa Voltar à instalação

alphagbm-chokepoint

Serenity-style "Chokepoint Theory" applied to AI supply chains. Identifies physically irreplaceable bottleneck suppliers — small-cap near-monopolies buried 4–7 layers deep — whose capacity constraints force violent repricing when demand outgrows supply. Uses a 5-factor scoring model (Concentration, Irreplaceability, Qualification Gate, Discovery Gap, Demand Tension) to screen and rank candidates. This is AlphaGBM's independent reading of Serenity (@aleabitoreddit)'s publicly shared methodology — NOT affiliated with or endorsed by Serenity. Triggers: "chokepoint analysis", "AI supply chain bottleneck", "find the shiso leaf", "Serenity-style screen", "which small-caps own the bottleneck", "InP substrate play", "co-packaged optics chokepoint", "irreplaceable supplier in AI buildout", "supply chain concentration risk"

2026-07-09

alphagbm-buffett-analysis

Warren Buffett-lens scorecard for any ticker. Scores 4 dimensions 0-100 each (business / circle of competence, moat / durable advantage, management / capital allocation, valuation / fair price vs 10Y treasury) and returns a weighted overall HOLDABLE / WATCHABLE / AVOID verdict. This is NOT a generic fundamental screener — it's Buffett's specific framework mechanically applied: sector simplicity, gross margin + ROE + profit margin thresholds, FCF yield vs treasury, and dividend-continuity as management proxy. Triggers: "Buffett analysis AAPL", "score KO with Buffett lens", "would Buffett buy MSFT", "JNJ Buffett scorecard", "AAPL moat analysis", "fair price vs bonds", "Buffett-style verdict on NVDA", "long-term hold analysis"

2026-05-27

alphagbm-marks-cycle

Howard Marks-style market cycle position 0-100, with 0 = panic bottom (hard offense) and 100 = euphoric top (hard defense). Blends VIX (40%) + SPY IV Rank (25%) + Put/Call ratio (20%) + valuation percentile (15%) into a single number and maps to an offense-vs-defense posture. Free endpoint, no auth, 5-min cache — the goal is to make "where are we in the cycle" a one-call lookup. Triggers: "where is the market in the cycle", "Howard Marks style cycle read", "am I supposed to be offensive or defensive", "is this a buying cycle", "cycle position right now", "Marks cycle score", "sentiment read for SPY"

2026-05-27

Ver todas deste repositório

name	alphagbm-compare
description	Side-by-side comparison of 2-5 stocks or options across GBM Five Pillars scores, options metrics, technicals, and valuations. Identifies the winner by category. Triggers: "compare AAPL vs MSFT", "NVDA or AMD", "which is cheaper TSLA or META options", "tech stock comparison", "side by side", "versus", "which is better", "compare options", "cheapest IV", "best value stock"
globs	["mock-data/compare/**"]