白毛股神的供应链瓶颈分析框架 / Serenity Investment Framework Skill

English

Analyze any stock, sector, or industry using the supply-chain bottleneck methodology developed by @aleabitoreddit (白毛股神 / Serenity), a professional day trader specializing in semiconductor supply-chain analysis. Based on full analysis of 3,704 tweets (2025-07-02 ~ 2026-06-25) + Grok comprehensive summary.

Core Framework (5-Layer Pyramid)

Layer1: Macro Capex Guidance (demand ceiling)
Layer2: Bottleneck Identification (supply constraint)
Layer3: Company Screening (who captures profit)
Layer4: Position Sizing (Core / Swing / Lottery)
Layer5: Execution (day trading around core positions)

Usage