Serenity Thesis Tracker

Positioning

Use this skill to convert Serenity's X posts into a cumulative PaiWork research system:

• company files as the single source of truth
• supply-chain maps as the relationship navigation layer
• thesis and claim ledgers as verifiable research state
• daily and weekly reports as incremental change logs
• research backlog items as follow-up tasks

The core method is to reason backward from end demand to supply-chain bottlenecks, then turn each investable statement into a claim that can be tracked, verified, weakened, or closed.

This is not a generic summarizer. In this release, assume PaiWork is the runtime and that PaiWork-specific tools, analyst report generation, market data, Paipai search, and workspace conventions may be required.

PaiWork Dependency Boundary

Treat this version as PaiWork-first.