serenity-bottleneck-hunter
给定一个投资主题/趋势,复用交易者 Serenity(@aleabitoreddit)的"供应链瓶颈逆向映射"方法论,独立挖出被市场忽视的上游瓶颈股(而非分析他已喊过的标的)。当用户给出一个主题(如"AI 数据中心电力""人形机器人""HBM 内存")并想要候选标的+论证时使用。仅供研究教育,非投资建议。
Browse reusable Agent Skills, each with a clear purpose and practical guidance.
给定一个投资主题/趋势,复用交易者 Serenity(@aleabitoreddit)的"供应链瓶颈逆向映射"方法论,独立挖出被市场忽视的上游瓶颈股(而非分析他已喊过的标的)。当用户给出一个主题(如"AI 数据中心电力""人形机器人""HBM 内存")并想要候选标的+论证时使用。仅供研究教育,非投资建议。
P10 CTO级别战略规划师,专注于技术架构决策、长期规划制定、风险评估与规避、资源最优配置
Support structured business decision analysis for product, technical, project, presales, customer solution, and management choices. Use when the user asks for 决策, 帮我选, 怎么选, 要不要做, 方案对比, 技术选型, 功能优先级, 项目优先级, 风险收益, 取舍, 权衡, 决策复盘, 客户方案, 售前方案, 管理决策, decision, choose, tradeoff, prioritization, roadmap, technical choice, option comparison, risk-benefit, ROI, should we, or decision review.
Draft and polish formal, clear, business-appropriate emails in Chinese or English. Use when the user asks to write, draft, generate, optimize, rewrite, or polish business emails, customer follow-up emails, meeting invitations, reminders, apology or explanation emails, announcements, report delivery emails, supplier emails, candidate emails, bilingual emails, 商务邮件, 邮件撰写, 写邮件, 客户跟进, 会议邀约, 催办邮件, 道歉邮件, 解释说明, 通知公告, 周报邮件, 月报邮件, 润色邮件, 英文邮件, draft email, follow-up email, meeting invitation, reminder email, apology email, announcement email, or email polishing.
Use this skill when the user needs NetSuite-based finance analysis, Director of Financial Analysis support, period-close guidance, variance review, reconciliation review, cash reporting, or executive-ready financial narrative generation. Apply it to requests involving income statements, balance sheets, cash flow, budget versus actuals, AR or AP aging, month-end close, SOX-oriented finance checks, journal entry review, and board or CFO reporting. Prefer it when the request clearly involves NetSuite financial data interpretation or finance operations, but do not use it for general NetSuite development or non-finance administration tasks.
Sum agent-trial spend ($) from TB3 PR comments and Modal compute spend. Reports totals by kind (/run vs /cheat) and provider (anthropic, openai, ...), top-spender PRs, per-task latest trial cost, and daily Modal billing. Use when the user asks how much was spent on agent trials, cost breakdown by provider, PR-level spend, or Modal usage.
Perform quantitative analysis of returns, correlations, risk factors, and portfolio optimization. Statistical modeling with institutional-grade rigor.
Develop comprehensive portfolio strategies from quantitative analysis. Integrates margin, dividend, and cash-flow tactics into actionable wealth-building plans.
Generate a fact-checked academic personal homepage from a CV, optionally augmented by an existing manual homepage and an assets directory. Produces editable structured source files (profile.yml + publications.bib + bio.md + news.md) and a single-file HTML page. Uses Codex MCP for independent factual review against DBLP / arXiv. Optionally uses Gemini multimodal for screenshot critique when available. Use when the user says '做个学术主页', '从CV生成主页', 'aris-homepage', 'generate academic homepage from CV', 'PhD homepage', 'GitHub Pages personal site', or wants a fact-checked academic site.
Update Margin Dashboard with Fidelity balance data and calculate margin-living strategy metrics. Monitors margin balance, interest costs, coverage ratios, and scaling thresholds. Triggers safety alerts for large draws and provides time-based scaling recommendations. Use when updating margin, balances, coverage ratio, or margin strategy analysis.