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bottleneck-hunter

Supply-chain bottleneck arbitrage. Given a super-trend (AI infra, energy transition, defense, semiconductor reshoring, space economy), decompose its physical supply chain down to Layer 2/3 choke points (optics, lasers, InP/SOI substrates, IC substrates, probe cards, specialty fiberglass...) and surface under-the-radar listed companies sitting on each bottleneck. Scores each link on 6 scarcity criteria, applies mandatory valuation gates (PS/PE/safety-margin) via the financial_rigor tool, and Munger-style reverse-validates. Outputs a ranked bottleneck opportunity board. Use when the user wants hidden beneficiaries of a structural trend rather than already-priced leaders.

67

Quality

81%

Does it follow best practices?

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SecuritybySnyk

Low

Low-risk findings worth noting

SKILL.md
Quality
Evals
Security

Quality

Content

77%

Reviews the quality of instructions and guidance provided to agents. Good implementation is clear, handles edge cases, and produces reliable results.

A strongly actionable, well-sequenced workflow with explicit validation gates and concrete tooling. The weaknesses are minor redundancy between the prose and step sections, and a monolithic structure that keeps reference-grade detail inline.

Suggestions

Trim redundancy: fold the "Core Idea" and "Core Principles" sections into the steps they restate, or keep only what each step doesn't already cover, to recover token budget.

Move the detailed AI-infrastructure layer breakdown, the one-pager template, and the bias self-check table into reference files (e.g., references/layer-examples.md, references/output-template.md) referenced one level deep from SKILL.md.

Soften the trigger language in the description so it matches how users actually phrase the request (e.g., add common phrasings like "hidden supply-chain plays" alongside the technical terms).

DimensionReasoningScore

Conciseness

Mostly efficient and free of concepts Claude already knows, but the "Core Idea" and "Core Principles" sections restate material from the numbered steps (e.g., Principle 8 repeats Step 4's valuation gate), so it could be tightened.

2 / 3

Actionability

Highly concrete: exact tool commands ("financial_rigor command=three_scenario", "report_audit command=extract"), explicit thresholds (PS>30x, PE<30x, market cap >20% of TAM), the 25x PE exit method, and an output template with mandatory fields.

3 / 3

Workflow Clarity

Clear 7-step sequence with explicit validation checkpoints — a mandatory valuation gate ("never skip"), Step 5 cross-validation, the Step 6 report_audit quality gate, and downgrade rules ("If financials can't be obtained, signal strength ≤★★").

3 / 3

Progressive Disclosure

A single monolithic file (~190 lines, no references/scripts/assets present) with well-organized sections, but substantial detail (the full AI-infra layer breakdown, one-pager template, bias self-check) is inline that could be externalized; the under-50-lines carve-out does not apply.

2 / 3

Total

10

/

12

Passed

Description

85%

Based on the skill's description, can an agent find and select it at the right time? Clear, specific descriptions lead to better discovery.

A specific, well-triggered description that answers both what and when with concrete actions and a distinct niche. Its main weakness is jargon-heavy trigger language that may not match how users naturally phrase the request.

DimensionReasoningScore

Specificity

Lists multiple concrete actions — "decompose its physical supply chain down to Layer 2/3 choke points", "Scores each link on 6 scarcity criteria", "applies mandatory valuation gates (PS/PE/safety-margin) via the financial_rigor tool", and "Outputs a ranked bottleneck opportunity board".

3 / 3

Completeness

Clearly states what it does (decompose, score, gate, output a board) and gives an explicit trigger: "Use when the user wants hidden beneficiaries of a structural trend rather than already-priced leaders."

3 / 3

Trigger Term Quality

Some natural keywords appear ("supply-chain bottleneck", "hidden beneficiaries", "under-the-radar listed companies"), but the description is dominated by jargon ("InP/SOI substrates", "probe cards", "Munger-style reverse-validates", "financial_rigor tool") and lacks common user phrasings, so it falls short of full coverage.

2 / 3

Distinctiveness Conflict Risk

Occupies a clear niche (supply-chain bottleneck arbitrage for super-trends) with distinct triggers unlikely to overlap with other skills.

3 / 3

Total

11

/

12

Passed

Validation

93%

Checks the skill against the spec for correct structure and formatting. All validation checks must pass before discovery and implementation can be scored.

Validation15 / 16 Passed

Validation for skill structure

CriteriaDescriptionResult

frontmatter_unknown_keys

Unknown frontmatter key(s) found; consider removing or moving to metadata

Warning

Total

15

/

16

Passed

Repository
HKUDS/Vibe-Trading
Reviewed

Table of Contents

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