Analyzes stocks and AI supply-chain sectors by mapping multi-layer bottlenecks, validating evidence, assessing valuation, identifying catalysts, and defining thesis-falsification conditions.
用 Serenity(@aleabitoreddit)的"供应链卡点逆向"投资逻辑分析股票/板块——帮你判断该怎么分析、往哪一层挖、什么会证实或证伪、值不值得投。把市场当物理系统而非代码列表,先建 thesis 再谈标的。当用户聊美股/AI 供应链/光模块(CPO/硅光/InP)/半导体/内存/NeoCloud/电力液冷/机器人等 AI 全产业链任意细分的投资分析,或主动 /serenity 时使用。
Scores and ranks covariance estimates using precise assessor methods, with guidance for out-of-sample evaluation, high-dimensional settings, portfolio relevance, and simulation-ba…
Enables agents to read Stripe balances, payment intents, and subscriptions, and schedule subscription cancellations through a bounded CLI with dry-run and explicit confirmation sa…
Helps agents build and review assumption-driven financial models, unit economics, pricing analyses, fundraising scenarios, cap tables, runway models, and SaaS operating metrics.
Guides agents in framing, selecting, validating, diagnosing, and communicating actuarial and financial risk models, including GLMs, frequency-severity, survival, time series, rese…
Analyzes startup runway, burn, revenue growth, breakeven timing, and Default Alive/Default Dead status using a Python command-line calculator.
Enables agents to execute NFT marketplace operations on OpenSea, including buying, selling, creating and accepting offers, cancellations, cross-chain purchases, and listing sweeps.
Configures Privy, Turnkey, Fireblocks, Bankr, or local-key wallet signing for OpenSea transactions, including provider selection and signing-policy guidance.
Enables agents to obtain ERC20 swap quotes, inspect token balances, and execute cross-chain swaps through OpenSea’s DEX aggregator using CLI or MCP.
