serenity-bottleneck-hunter

SKILL.md 节选

# serenity-bottleneck-hunter

Use this skill when the task is to hunt for a high-impact upstream constraint
behind an investment theme. The goal is not to produce stock tips, but to create
a disciplined research shortlist that can survive verification.

## Bottleneck Archetypes

Look for nodes with one or more of these traits:

- Monopoly, oligopoly, or single point of failure.
- Demand can rise faster than supply can expand.
- Long qualification, certification, or customer validation cycles.
- Capacity is locked by a few strategic customers.
- Specialized equipment, materials, process knowledge, or scarce talent.
- A small public company has meaningful exposure to a much larger downstream
  demand pool.
- The node is under-covered relative to its strategic importance.

## Candidate Review

For each candidate node or company, report:

- What breaks downstream if this node is constrained.
- Why supply cannot respond quickly.
- Which companies control the node and how pure the exposure is.
- Public ticker, market, listing status, and liquidity caveats when applicable.
- Evidence strength and source quality.
- Catalysts that would make the market notice.
- Red flags and what would invalidate the idea.

## Hygiene Rules

- Verify ticker identity and company status before naming a listed candidate.
- Do not confuse parent companies, ADRs, local listings, or same-name companies.
- Do not force a public ticker when the best exposure is private, acquired, or
  too indirect.
- Label stale, promotional, or unsourced information explicitly.

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