Supply-Chain Bottleneck Hunter
Maps a major trend's supply chain to find under-the-radar listed companies at choke points.
- Repository
- HKUDS/Vibe-Trading
- Stars
- 37,433
- Licence
- MIT
- Files
- 1 file
What it does
When you name a large trend such as AI infrastructure or energy transition, this skill tells the agent to break that trend into its physical supply chain and look for less-watched choke points, meaning parts or materials that the industry cannot easily replace or expand. It scores each link on six scarcity criteria, screens listed companies tied to the strongest bottlenecks, and checks their valuations and a bear-case view before producing a ranked opportunity list. It is a research framework for investment ideas, not a source of guaranteed picks.
Great for
- Investors or analysts who want to research companies tied to structural trends rather than widely followed leaders
- Students learning how supply chains and industrial bottlenecks work
- Researchers who want a structured checklist for valuation gates and contrarian checks
Skip it if
- People seeking reliable buy or sell advice: the skill's outputs depend on web search results and model judgment, and it does not verify data against primary filings, so errors are likely and the output can encourage speculative trading.
- Users needing a neutral, non-financial supply-chain analysis: the framework is explicitly oriented toward finding investment opportunities and valuation signals.
- Trends with little physical supply chain (pure software): the skill's core method assumes hardware or material bottlenecks.
Try asking
- “Use the bottleneck hunter to find hidden beneficiaries of the AI infrastructure super-trend, focusing on optical and substrate suppliers.”
- “Decompose the energy transition trend into physical supply-chain layers and rank the bottlenecks.”
- “Screen listed companies tied to semiconductor reshoring choke points and run valuation gates on them.”
- “Show me the supply-chain bottlenecks in the space economy and the companies exposed to each.”
Install in 3 steps
- 1
Download the skill
The ZIP contains the 1 original files, the MIT licence and an attribution note.
bottleneck-hunter.zip - 2
Add it to your agent
Claude Code (all projects)
mkdir -p ~/.claude/skills && unzip bottleneck-hunter.zip -d ~/.claude/skills/Claude Code / Agent SDK (this project only)
mkdir -p .claude/skills && unzip bottleneck-hunter.zip -d .claude/skills/Claude apps (web/desktop): Settings → Capabilities → Skills → Upload skill, and choose the ZIP.
- 3
Ask for the task
No special command needed — the agent reads the skill's description and loads it when your request matches. Try one of the prompts above.
Get better results
- Give a specific super-trend and time horizon so the durability and capex checks are meaningful.
- Treat the valuation gate and reverse checks as required; verify every ticker and figure against company filings before acting.
- Ask the agent to state its data sources and the date of each figure, since market data changes quickly.
What's inside
- SKILL.md
Redistributed unmodified from HKUDS/Vibe-Trading under the MIT licence. The assessment was drafted with AI from the skill's files on 2026-10-29. Skills can instruct your agent to run code — read SKILL.md and any scripts before installing.