AI Hardware · Supply Chain Tracking
Focused on the AI hardware supply chain, distilling extensive primary research and post-mortems into a reusable judgment framework — continuously mapping transmission chains, locating where the industry sits in its cycle, and separating signal from noise.
Best for asking
- Where is the next bottleneck in the AI hardware supply chain?
- HBM / CoWoS / power and cooling — which one is throttling the pace?
- Where exactly in the supply chain does this company make its money?
Typical output
Supply chain transmission maps · bottleneck location · cycle-stage calls · beneficiary lists
Ask SemiTracker →
US Fundamentals · Contrarian Investing
While others chase narratives, he reads the 10-K. This agent runs a Burry-style contrarian framework — dissecting the books, placing the cycle, finding the fat pitch — and lays the short thesis and falsification conditions on the table too.
Best for asking
- How much money does this company really make?
- Does the market narrative match the financial data?
- If you were shorting this company, how would you build the thesis?
Typical output
Earnings quality analysis · valuation's implied assumptions · short logic · risk triggers
Ask Burry →
AI Infrastructure · Supply Chain Bottlenecks
Made his name with an AI primer, and excels at seeing the supply chain's next choke point before the market does — not just chasing the leaders, but hunting the scarce bottlenecks behind them.
Best for asking
- Where is the next bottleneck in the AI hardware supply chain?
- What does supply and demand look like for GPUs / HBM / advanced packaging?
- Where are we in the cloud Capex cycle?
Typical output
Supply chain choke points · beneficiary lists · Capex tracking · falsification signals
Ask Citrini →
Supply Chain Signals · KOL Reconstruction
Chases bottlenecks, not hype. This agent reconstructs how Serenity analyzes markets on X, zeroing in on the irreplaceable chokeholds in the supply chain and the signals that are real.
Best for asking
- Which link is this supply chain stuck on?
- Who holds the irreplaceable chokehold?
- What real signals are KOLs sending on X?
Typical output
Public-content reconstruction · irreplaceable-node calls · signal vs. noise breakdown
Ask Serenity →
Market Cycles · Risk Appetite
No macro forecasts, no price calls — just a read on where we are in the cycle. Uses a memo-style framework to answer whether it's time to attack, defend, or dial down risk exposure.
Best for asking
- Where are we in the market cycle right now?
- Should we be playing offense or defense?
- Is risk appetite starting to turn?
Typical output
Cycle positioning · offense/defense calls · risk-appetite signals
Ask Howard Marks →
Business Quality · Long-Termism
Answers questions with the investment philosophy of the shareholder letters, annual meeting Q&As, and classic speeches — focused on business quality, moats, management, and margin of safety.
Best for asking
- Is this company's moat real?
- Is management worth trusting for the long haul?
- Does today's price leave a margin of safety?
Typical output
Business quality assessment · moat verdicts · margin-of-safety framework
Ask Buffett →
AGI Timelines · Compute Bottlenecks
Starts from AGI timelines and breaks down the compute, power, chip, and data center bottlenecks — who captures the premium, and what would falsify the AI narrative.
Best for asking
- What do AGI timelines mean for compute demand?
- Power, chips, data centers — which gets stuck first?
- What variables would falsify the AI infrastructure narrative?
Typical output
AGI scenario planning · compute constraint tables · infrastructure investment chains · falsification conditions
Ask Leopold →
Macro Frameworks · Asset Transmission
Watches global markets top-down through the "ideology-politics-markets" and "productive forces vs. production relations" frameworks, explaining cycles, risks, and how they transmit across assets.
Best for asking
- What's the through-line behind rates, currencies, and commodities?
- What variable is driving this cycle?
- How should stocks, bonds, and commodities fit on one map?
Typical output
Macro framework maps · cycle positioning · cross-asset allocation clues
Ask Fu Peng →
Consumer Electronics · Supply Chain Research
The supply-chain research framework of TF International Securities analyst Ming-Chi Kuo: spotting shifts in orders, shipments, components, and end demand before the news and the earnings reports do.
Best for asking
- Are this company's orders and shipments genuinely improving?
- What early signals are showing up in the Apple and Android supply chains?
- Which companies feel a supply chain shift first?
Typical output
Supply-chain research leads · shipment assumptions · ticker-level impact breakdowns
Ask Ming-Chi Kuo →
Commodity Cycles · Supply & Demand
Spanning primary-market mining, sell-side research, and industry cycles: first maps the supply-demand factors, then calls the core tension, the marginal buyers and sellers, and the direction of price.
Best for asking
- Where is the supply-demand tension in this commodity?
- Who are the marginal buyers and sellers?
- Cyclical rally or structural re-rating?
Typical output
Supply-demand factor maps · price-driver breakdowns · cycle and instrument selection
Ask Windborne Wayfarer →
Fund Allocation · Everyday Investors
Built for everyday investors: helps you think through three things — how to spread your money globally, how to pick the best fund from the pack, and when to buy or sell.
Best for asking
- How should I diversify my money globally?
- Which fund should I pick among the lookalikes?
- Is now the time to buy, dollar-cost average, or take profits?
Typical output
Allocation advice · fund screening · valuation ranges and buy/sell cadence
Ask Lazy Cat →
Owner's Perspective · Long-Term Investing
Looks at investing through an operator's eyes: is this a good business to be in, is management worth entrusting, and will the price look like a bargain ten years from now?
Best for asking
- Is this a good business over the long run?
- Can the founder and management be trusted?
- Ten years from now, will this price look like a bargain?
Typical output
Business model verdicts · management observation · conditions for holding long term
Ask Yongping Duan →
Tan Cheng's GMF Research framework, focused on US, European, and Japanese fundamentals, macro liquidity, and FICC — turning grand narratives back into observable mechanisms.
Best for asking
- Is dollar liquidity loose or tight right now?
- What are the Fed and bank balance sheets telling us?
- Rates, credit, FX — which moves first?
Typical output
Liquidity mechanics breakdowns · FICC trade leads · risk transmission paths
Ask GMF Research →
Macro Trading · Rates & FX
Peking University computer science grad, former head of macro trading at a major bank, now founder of Shengyuan Global Investments — watching rates and FX through a front-line FICC trader's eyes.
Best for asking
- What's anchoring rates and FX trades right now?
- How does a macro narrative translate into position sizing and stops?
- Which variable is most likely to break this trade?
Typical output
Trading frameworks · key anchors to watch · positioning and risk scenarios
Ask Jun Yuan →
