bottleneck-hunter skillA
bottleneck-hunter is agent-read markdown (skill) from hkuds/vibe-trading: Supply-chain bottleneck arbitrage. Given a super-trend (AI infra, energy transition, defense, semiconductor reshoring, space economy), decompose its physical supply chain down to Layer 2/3 choke points (optics, lasers, InP/SOI substrates, IC substrates, probe cards, specialty fiberglass...) and surface under-the-radar listed companies sitting on each bottleneck. Scores each link on 6 scarcity criteria, applies mandatory valuation gates (PS/PE/safety-margin) via the financial_rigor tool, and Mung.
Indexed from public GitHub and served as immutable, content-addressed versions. Install it pinned to an exact SHA-256 with the mdr CLI, and every file is verified before it reaches your agent: the main file against the SHA-256 recorded here, the others against the git hashes of its source commit. The deterministic audit below grades the latest version, and the same checks always give the same file the same grade.
What the file says
# Supply-Chain Bottleneck Hunter Decompose a super-trend (user-specified, e.g. "AI infrastructure", "energy transition") into its physical supply chain and hunt for bottleneck-arbitrage opportunities. ## Core Idea Don't ask "which AI stock to buy" — ask "if this trend keeps expanding, which link runs out first?" Traditional research chases leaders and known tracks. This skill inverts: **start from the choke points of the physical supply chain and find companies nobody notices but that the whole industry must wait on when they run short.** The edge: Layer-1 bottlenecks (GPU, HBM, power) are already priced in. The real alpha is in **Layer 2 and Layer 3** — optical modules, lasers, InP substrates, SOI wafers, epitaxy equipment, wafer-level test, IC substrates, specialty fiberglass. ## Step 1: Super-Trend Confirmation ### Trend Filter Criteria | Criterion | Requirement | How to verify | |-----------|-------------|---------------| | Durability | ≥3-5 years of certain growth | Search industry forecasts, capex plans | | Physicality | Needs real hardware/material/equipment build | Distinguish "software upgrade" from "physical expansion" | …
Read the whole file at its exact version.
How to install
mdr add hkuds/vibe-trading/bottleneck-hunter@git:20260706.6c09d25mdr add hkuds/vibe-trading/bottleneck-hunter@sha256:2b8063b299929028Pin to a label to follow the author's releases, or to a sha256 for exact bytes. Either way the resolved hash is written to mdr.lock, and mdr install fetches those bytes again and checks them, so it installs them exactly or fails.
[](https://markdownregistry.com/a/art_hw5weov2schhlajb)
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Versions
| version | committed | commit | size | audit | |
|---|---|---|---|---|---|
| git:20260706.6c09d25 latest | 2026-07-06 | 6c09d25 | 10,961 B | A | view · diff |
| git:20260705.ef74a22 | 2026-07-05 | ef74a22 | 10,882 B | A | view |
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 (10961 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
hkuds/vibe-trading · 34,089 stars · license MIT · pushed 2026-09-27 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_hw5weov2schhlajb GET https://markdownregistry.com/api/v1/resolve?ref=hkuds/vibe-trading/bottleneck-hunter GET https://markdownregistry.com/api/v1/blob/2b8063b299929028b4a16c98ce0c67832af47d518eb68faa3a408c7187184f01
Your agent 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.