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Supply-chain bottleneck investment research v1.0.0
Use this resource to analyze technology investment themes through supply-chain bottlenecks
New
- 531 downloads
- 207 likes
- 131 saves
Free
Install with the CLI
In a terminal, from the folder you want:
npx --yes palatekit@latest install supply-chain-investment-researchWith no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.
First time: connect the CLI with
npx --yes palatekit@latest loginThe agent starts from a technology theme, identifies the supply-chain constraints that are hard to expand, then examines which companies could benefit. It delivers a research judgment with dated sources and the conditions that would change it. It favors A-shares unless asked otherwise. This is an independent reading of public research, not an official product.
Mostly picked by
Updated November 2, 2026
Previews
Details
- Install guides
- Generates with
- Your agent's model
- Licence
- MIT
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What you get
- SKILL.md: research types and step-by-step method
- README.md: method overview and examples
- CHANGELOG.md: version history
Good fit for
- You want to test an investment thesis against dated evidence
- You are comparing several companies within the same supply chain
Not for
Tags
- research
- investment
- supply chain
- bottlenecks
About
You say
“Analyze the semiconductor equipment theme: bottlenecks, companies and the conditions that would change your view.”
Skill published by muxuuu under the MIT license, delivered in its original version.
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How to use it
- Install the skill in your agent's skills folder
- Ask your agent to analyze technology investment themes through supply-chain bottlenecks
- Review and adjust the result
Content preview
Files
- .gitignore0 KB
- CHANGELOG.md1.1 KB
- CONTRIBUTING.md1.4 KB
- LICENSE1.1 KB
- NOTICE-PALATEKIT.md0.4 KB
- README.en.md8.2 KB
- README.md11.8 KB
- SKILL.md7.4 KB
Origin and licence
Listed unmodified
- Author
- muxuuu
- Source
- github.com/muxuuu/serenity-skill/tree/193e409c6ec6acad8e52c29c0570470ed83e3eae/
- Licence
- MIT
Notice
« serenity-skill » (muxuuu, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.
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