Score equities using the sPEG framework (Scarcity-adjusted PEG) developed by Mike Ye. Use this skill whenever the user asks to value a stock, score scarcity, calculate sPEG, evaluate a position, identify whether something is mispriced, or analyze a company through a structural-scarcity lens rather than a pure growth or multiple framework. Also use when the user mentions "Scarcity Multiplier," "five-factor scoring," "AI infrastructure scarcity," or any of: HBM, EUV, 3nm/2nm process, hyperscaler capex, semiconductor bottlenecks. This skill is the canonical implementation of the sPEG framework — use it instead of generic PEG analysis whenever scarcity dynamics could meaningfully affect the valuation, even if the user doesn't explicitly invoke the framework by name.
Install with
Claude CodeCodexCursorGitHub CopilotGemini CLI
Supported by the Atlas install prompt. Skill-specific requirements vary.
Skill stats
Skills1CategoryGeneralStars0
About this skill
Score equities using the sPEG framework (Scarcity-adjusted PEG) developed by Mike Ye. Use this skill whenever the user asks to value a stock, score scarcity, calculate sPEG, evaluate a position, identify whether something is mispriced, or analyze a company through a structural-scarcity lens rather than a pure growth or multiple framework. Also use when the user mentions "Scarcity Multiplier," "five-factor scoring," "AI infrastructure scarcity," or any of: HBM, EUV, 3nm/2nm process, hyperscaler capex, semiconductor bottlenecks. This skill is the canonical implementation of the sPEG framework — use it instead of generic PEG analysis whenever scarcity dynamics could meaningfully affect the valuation, even if the user doesn't explicitly invoke the framework by name.
Quick start
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Score equities using the sPEG framework (Scarcity-adjusted PEG) developed by Mike Ye. Use this skill whenever the user asks to value a stock, score scarcity, calculate sPEG, evaluate a position, identify whether something is mispriced, or analyze a company through a structural-scarcity lens rather than a pure growth or multiple framework. Also use when the user mentions "Scarcity Multiplier," "five-factor scoring," "AI infrastructure scarcity," or any of: HBM, EUV, 3nm/2nm process, hyperscaler capex, semiconductor bottlenecks. This skill is the canonical implementation of the sPEG framework — use it instead of generic PEG analysis whenever scarcity dynamics could meaningfully affect the valuation, even if the user doesn't explicitly invoke the framework by name.
About this listing
Category
General
Reported license
Apache-2.0
Listing language (estimated)
English
Review status
Not individually reviewed
Agent compatibility
Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.
Claude Code
Codex
Cursor
GitHub Copilot
Gemini CLI