Thematic Stock Picker

A high-conviction, 5-year horizon thematic stock picker. Generates 5 distinct policy-anchored themes (2026–2031) and a screened basket of 5–8 US-listed/ADR small/mid-cap names per theme. Always shows the screening workings (universe, filters, survivors) and cites sources for every pick.

The model: pick fewer names than you screen, but pick them with conviction. Show your work.

When to Use

Run this skill when the user asks any of:

• "Give me 5 thematic stock predictions for the next 5 years"
• "Thematic stock picks" / "thematic basket"
• "5-year thesis on [sector/policy]" + stocks
• "Policy tailwind stocks for [trend]"
• "Screen me small/mid-cap names for [theme]"
• "High conviction watchlist for 2026–2031"
• "What should I own for the next 5 years"
• Any prompt that follows the @crypto_condom pattern: 5 themes × (thesis + basket of 5–8 tickers)