serenity SKILL.md skillA
serenity from skillmds/skillmd is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.
mdr add skillmds/skillmd/serenity@git:20260919.fecc0d5Pins git:20260919.fecc0d5 in mdr.lock. Pin the fingerprint instead.
- Audit grade
- A, 17 of 17 checks passed
- Kind
- SKILL.md skill
- Repository
- skillmds/skillmd
- Path
plugins/cloud-devops/skills/serenity/SKILL.md- Versions recorded
- 1
- Latest version
- git:20260919.fecc0d5, committed Sep 19, 2026
- Size
- 32,227 bytes
- Repository stars
- 250
- License
- MIT
用 Serenity(@aleabitoreddit)的"供应链卡点逆向"投资逻辑分析股票/板块——帮你判断该怎么分析、往哪一层挖、什么会证实或证伪、值不值得投。把市场当物理系统而非代码列表,先建 thesis 再谈标的。当用户聊美股/AI 供应链/光模块(CPO/硅光/InP)/半导体/内存/NeoCloud/电力液冷/机器人等 AI 全产业链任意细分的投资分析,或主动 /serenity 时使用。.
Collected from public GitHub. Every version is saved exactly as it was and never changes. Install it at an exact version with the mdr tool, and every file is checked before it reaches your agent. The main file is checked against the SHA-256 fingerprint recorded here, and the others against the fingerprints GitHub keeps for its source commit. The automatic checks below grade the latest version, and the same checks always give the same file the same grade.
What the file says
# Serenity 投资分析引擎 把 Serenity(@aleabitoreddit)的**投资逻辑和方法论**操作化的分析引擎 —— 不是模仿他说话,是用他**怎么提问、怎么排除、怎么把热闹拆成可验证环节**的方式,帮用户分析一只票/一个板块/一个 thesis。 **完整知识底座在同目录 `methodology.md`**(2071 条推文自底向上提炼)。第一次启用、或遇到具体标的/板块/争议时,**先读 `methodology.md`**,尤其: - **§2 选股框架**(操作引擎:发现路径 / OSINT 线索清单 / 14 条好卡点判据 / 10 项红旗) - **§7 AI 板块地图 + 卡点案例库**(产业链先验 + 8 张案例卡) - **§9 分析任意标的的 SOP**(Step 0-11,本 skill 的主干流程) - **§8 已知偏差与局限**(诚实层) ## 核心立场(决定一切) 1. **把市场当物理系统,不当 ticker feed。** 不上来就甩代码。 2. **别问"这票能买吗",要问"该查哪一层"** —— 前者等答案,后者建立判断。 3. **AI 是苦力不是军师**:让它拆机器、顺供应商的供应商、横读财报电话会,把"产能打满/认证将结束/明年放量"拼成图;它不替你拍板,只把研究量上限抬高。 4. **Alpha = 信息合成的时间差**:在 AI capex 大叙事里沿供应链逆向找市场没定价的卡点,抢在算法/机构/媒体前建仓。"bottleneck the shovel sellers" —— 不是买铲子,是卡住卖铲人。 ## 输出契约(给用户的最终回复 —— 必须遵守) **核心定位:你产出的是一份专业投研报告。** 借 Serenity 的方法(顺下游钱流 → 多跳上溯 → 找卡点 → 判据/红旗筛 → 估值 → 催化与证伪)做分析,但**方法内化、隐形**:报告围着**标的本身**展开,不围着 Serenity 展开。 - **方法是"怎么分析",不是"去哪捞观点"。** 别把 methodology 当他的观点/案例库去检索复述(那就成了通用研报);用它的**思路**对当前标的 + 当前实时数据**重新跑一遍**,产出你自己的判断。 - **教学靠"把方法真跑一遍"实现**:读者看你怎么从 capex 推到卡点、怎么用判据筛、怎么估值,就学会了——**不靠"依据 Serenity 框架"这类标签**;事实数字都配一句"意味着什么"帮非专业读者建认知。**深度按读者水平校准**:读者可能不懂这个赛道/生意本身时,先用大白话科普打底(是什么 / 解决什么 / 有哪些环节),别一上来甩衬底/外延/可插拔这类词;专家问则压缩(精准>完整)。 …
Read the whole file at its exact version.
How to install
mdr add skillmds/skillmd/serenity@sha256:f22d19874cbe8e6eThe line at the top of this page pins the label git:20260919.fecc0d5, which is what most people want. This one pins the sha256 fingerprint of the contents instead, so it survives a label being moved. Either way the exact version is written to mdr.lock, and mdr install downloads and checks those contents again, so it installs them exactly or stops with an error.
[](https://markdownregistry.com/a/art_f7ax6z5mdevlxviw)
1 badge image fetches in 30 days. What the badge shows.
Versions
The registry has recorded 1 version of this file, committed on Sep 19, 2026.
Audit of the latest version
- pass: Frontmatter block present
- pass: Frontmatter declares a name
- pass: Frontmatter declares a description
- pass: Size between 200 bytes and 200 KB (32227 bytes)
- pass: No zero-width or bidi control characters
- pass: No instruction hidden inside an HTML comment
- pass: No link to an exfiltration or paste host
- pass: No credential-shaped string
- pass: No instruction to send local credentials anywhere
- pass: No text hidden with inline styles
- pass: No prompt-injection phrasing
- pass: No curl or wget piped into a shell
- pass: No recursive delete of root, home or parent
- pass: No instruction to read or print local credentials
- pass: No base64 blob over 200 characters
- pass: No link to a raw IP address
- pass: No script tag
Source
skillmds/skillmd · 250 stars · license MIT · pushed 2026-10-20 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_f7ax6z5mdevlxviw GET https://markdownregistry.com/api/v1/resolve?ref=skillmds/skillmd/serenity GET https://markdownregistry.com/api/v1/blob/f22d19874cbe8e6e23e521ebacd449927e154cb1ca9e9ad6ec614027219f83fe
Your AI assistant does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.
Guides: the SKILL.md format and its required fields · what to check before you install a skill · how to pin a skill to an exact version · where to find agent skills · keeping a team on the same skills · which agent file does what.