「invest」の検索結果

Analyze how a private SaaS company's ARR valuation multiple changed across funding rounds, and attribute the compression or expansion to rate cycles and macro selloffs, growth deceleration, narrative shifts (including an AI premium), competition, and investor demand, benchmarked against private-market medians and peers. Use this skill whenever the user asks about valuation compression, ARR multiples, round-to-round valuation or multiple changes, down rounds, or wants to compare a VC-backed software company's funding rounds. Research the rounds rather than answering from memory.

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[omh] Software slowness, memory leaks, or cost spikes: find where a system is actually slow, leaking, or expensive across runtime, memory, token cost, storage, rendering, inference, CI, and query domains, then fix one measured hot path at a time behind a regression budget. Use when the user says: ultraperf, ulw-perf, performance audit, performance bottleneck, find the bottleneck, profile the hot path, memory leak investigation, token cost hotspot.

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[omh] Unvalidated early product idea: test whether a customer problem, segment, and business hypothesis deserve product investment, ending in kill, pivot, persevere, or inconclusive before any PRD. Use when the user says: product-discovery-validation, product discovery validation, product discovery, customer discovery, customer discovery plan, zero to one validation, validate the problem before building, problem solution interview.

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Use when the user says "check Datadog", "查 Datadog", "查日志", "check logs", "crash logs", "查 crash", "gateway crash", "查告警", "check alerts", "check metrics", or needs to investigate production issues via Datadog Logs API.

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Enter explore mode - a thinking partner for exploring ideas, investigating problems, and clarifying requirements. Use when the user wants to think through something before or during a change.

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Analytical thinking patterns for comprehensive evaluation, code audits, security analysis, and performance reviews. Provides structured templates for thorough investigation with extended thinking support.

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Conducts multi-turn iterative deep research on specific topics within a codebase with zero tolerance for shallow analysis. Use when the user wants an in-depth investigation, needs to understand how something works across multiple files, or asks for comprehensive analysis of a specific system or pattern.

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Govern Azure costs with budgets, alerts, tags, and policy restrictions. WHEN: "Azure budget health", "configured budget overrun", "list Azure budgets", "create Azure budget", "budget alerts", "budget coverage", "missing CostCenter tags", "allowed VM SKUs", "allowed Azure regions", "would this SKU be denied", "cost guardrails". DO NOT USE FOR: planning-target forecasts, bill investigations, pricing, rightsizing, or commitments.

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Track finance investment signal evolution and update logic based on new finance market information. Use when monitoring finance signals and determining if they are strengthened, weakened, or falsified.

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Analyzes isoform switching events and functional consequences using IsoformSwitchAnalyzeR. Predicts protein domain changes, NMD sensitivity, ORF alterations, and coding potential shifts between conditions. Use when investigating how splicing changes affect protein function.

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Infer pathogen transmission networks and identify likely transmission pairs using TransPhylo and outbreak reconstruction algorithms. Estimate who-infected-whom from genomic and epidemiological data. Use when investigating outbreak transmission chains or identifying superspreaders.

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Evaluates market bubble risk through quantitative data-driven analysis using the revised Minsky/Kindleberger framework v2.1. Prioritizes objective metrics (Put/Call, VIX, margin debt, breadth, IPO data) over subjective impressions. Features strict qualitative adjustment criteria with confirmation bias prevention. Supports practical investment decisions with mandatory data collection and mechanical scoring. Use when user asks about bubble risk, valuation concerns, or profit-taking timing.

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Track investment theses across their lifecycle — from screening idea to closed position with postmortem. Register theses from screener outputs, manage state transitions, attach position sizing, review due dates, and generate postmortem reports with P&L and MAE/MFE analysis. Trigger when user says "register thesis", "track this idea", "thesis status", "review due", "close position", "postmortem", or "trading journal".

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Druckenmiller Strategy Synthesizer - Integrates 8 upstream skill outputs (Market Breadth, Uptrend Analysis, Market Top, Macro Regime, FTD Detector, VCP Screener, Theme Detector, CANSLIM Screener) into a unified conviction score (0-100), pattern classification, and allocation recommendation. Use when user asks about overall market conviction, portfolio positioning, asset allocation, strategy synthesis, or Druckenmiller-style analysis. Triggers on queries like "What is my conviction level?", "How should I position?", "Run the strategy synthesizer", "Druckenmiller analysis", "総合的な市場判断", "確信度スコア", "ポートフォリオ配分", "ドラッケンミラー分析".

Detect and analyze trending market themes across sectors. Use when user asks about current market themes, trending sectors, sector rotation, thematic investing, what themes are hot or cold, or wants to identify bullish and bearish market narratives with lifecycle analysis.

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スタンレー・ドラッケンミラーの投資哲学と戦略に基づいた投資アドバイスを提供。30年間無敗、年率30%近いリターンを達成した伝説的投資家の思考法を活用し、マクロ経済分析、リスク管理、ポジション構築、市場サイクルの読み方などについて実践的な指導を行う。投資判断、市場分析、リスク管理、ポートフォリオ構築などの相談時に使用。

Skill that analyzes 18-month scenarios from a news headline. Runs the primary analysis with the scenario-analyst agent and obtains a second opinion with the strategy-reviewer agent. Generates a comprehensive English report covering 1st/2nd/3rd-order impacts, recommended stocks, and a critical review. Example: /scenario-analyzer "Fed raises rates by 50bp" Triggers: news analysis, scenario analysis, 18-month outlook, medium-to-long-term investment strategy

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Screen US stocks using William O'Neil's CANSLIM growth stock methodology. Use when user requests CANSLIM stock screening, growth stock analysis, momentum stock identification, or wants to find stocks with strong earnings and price momentum following O'Neil's investment system.

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Researches a topic by breaking it into subtopics, gathering factual information with reasoning, and producing a structured summary with key findings and open questions. Use when the user asks to research, investigate, look up, summarize a topic, or says 'what is known about...' or 'learn about...'

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Operate a live AWS workload with AWS DevOps Agent — incident investigation, root-cause analysis, and release-readiness review — for startups with no dedicated DevOps or SRE engineer. Use when a live AWS workload is misbehaving (production is down, 5xx errors, latency spike, timeouts, it broke after the last deploy, an alarm fired, a pasted CloudWatch alarm or stack trace, find the root cause, write a postmortem, no one on call), for pre-merge review (is this PR safe to ship, blast radius), or to set up, pause, stop, or check the cost of AWS DevOps Agent. Detects existing setup first and never re-onboards. Cost, account access, and code egress are each disclosed in one line with safe defaults: cost and access proceed, code egress stays off unless asked. Do not use for: new architecture (architect-for-startups), scaffolding (start-building-for-startups), migrations (gcp-to-aws, azure-to-aws, heroku-to-aws, llm-to-bedrock), or general Activate and credits questions (knowledge-base-for-startups).

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Have a fast, conversational analysis with the AWS DevOps Agent. Use for cost optimization, architecture review, topology mapping, knowledge / runbook discovery, security audits, dependency questions, and quick diagnostics — anything that needs a 5-30 second answer rather than a 5-8 minute deep investigation. Trigger words include cost, optimize, review, architecture, topology, what runbooks, show me, compare, audit, what if.

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Selects, investigates, and compares AWS object, file, and block storage services, and answers cost, performance, configuration, security, and troubleshooting questions about storage services. Applies when a user asks where to store or archive data based on their usage patterns; which storage service to choose or how two compare; how to migrate data from on-premises or between AWS services; how to protect, replicate, or recover data; how to optimize storage costs; where to deploy shared NFS, SMB, or POSIX file systems; where to store vector embeddings or tabular data; what storage backs enterprise file shares, self-managed databases on EC2, VMware, or stateful containers; or asks what an AWS storage service can do or how it works. Relevant for storage needs for workloads such as AI/ML, analytics, EDA, HPC, media, genomics, or financial trading. Not applicable for SQL query engines (Athena, Spark, Redshift, EMR), ETL (Glue), streaming (Kafka, MSK, Kinesis), or managed database services (RDS, Aurora, DynamoDB).

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Enter OpenSpec explore mode - a thinking partner for exploring ideas, investigating problems, and clarifying requirements in a project that uses OpenSpec. Use when the user wants to think through something before or during an OpenSpec change. Also use when the user says "openspec explore" or "opsx explore".

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Analyze and control AssemblyAI model, feature, duration, retry, concurrency, and LLM Gateway spend using measured usage. Use when setting budgets or investigating anomalies. Trigger with "AssemblyAI cost", "AssemblyAI billing", or "reduce AssemblyAI spend".

日本語の概要は準備中です。原文の説明を表示しています。