US 5x Stock Research

Use this skill to study U.S. stocks through the lens of 5x-10x winner selection.

This skill is not for:

• generic retirement allocation
• passive ETF portfolio construction
• options Greeks modeling without a stock thesis
• penny-stock pumping without business, liquidity, and catalyst validation

Core Goal

Find stocks where the market is still underestimating:

• the size of the opportunity
• the speed of the inflection
• the strength of the leader
• the durability of the trend

The working model is:

regime -> theme -> leader -> catalyst -> sizing -> technical execution

Quick Start

Good invocations:

• 用这个 skill 帮我筛美股里最像下一只 5x 的票。
• 分析这只股票有没有成为 5x 龙头的潜力。
• 把这份候选名单按 5x 潜力打分。
• 复盘过去 10 年的 5x 股共性。
• 帮我看这只票现在是不是技术上适合买点。

When this skill triggers:

1. Identify whether the task is screen, single-name deep dive, historical study, or trade timing.
2. Use live sources for current prices, market caps, earnings dates, and other unstable financial facts.
3. Separate clean full-year historical samples from special-case samples such as spinoffs or relistings.
4. Judge the stock first on business and catalyst quality, then on chart structure.
5. Return a decision-ready output with explicit invalidation conditions.

Workflow

1. Regime Check

Start with market backdrop:

• liquidity and rates
• risk appetite
• whether the market is rewarding early growth, turnarounds, cyclicals, or pure narrative
• whether 5x names are broadening or concentrated in one theme

Read:

• references/framework.md

2. Theme Selection

Prefer themes where a few leaders can capture outsized economics:

• AI infrastructure / software re-acceleration
• biotech with major readouts or first-in-class potential
• energy, shipping, commodities, or hardware when supply-demand shifts are extreme
• crypto-adjacent equities when liquidity and narrative align
• turnaround stories only when balance-sheet survival is credible

Avoid treating every hot story as a valid theme. A real theme should have capital flow, earnings-path relevance, or a hard catalyst chain.

3. Leader Filter

Prefer names that are already leader or clear strong number two:

• strongest revenue or user acceleration
• clearest category positioning
• best product or cost curve
• improving margins or balance sheet
• enough liquidity for institutional participation

Use the detailed scoring dimensions in:

• references/framework.md

4. Market Cap and Float Filter

For 5x studies, focus on the sweet spot where upside is still mathematically possible but liquidity is real.

Default framing:

• under $500M: extreme risk, often too noisy unless catalyst quality is exceptional
• $500M-$5B: fertile 5x zone, but survival and liquidity need more scrutiny
• $5B-$30B: best balance of scale, credibility, and multi-bagger room
• above $30B: still investable, but 5x usually requires a rare re-rating and major earnings expansion

Always inspect:

• free-float quality
• average dollar volume
• short interest
• recent dilution or unlock risk

5. Technical Execution

Do not treat 5x winners as random bottom bounces.

Prefer charts that already show:

• reclaim of 50DMA
• reclaim of 200DMA
• breakout above a meaningful base or prior range
• volume expansion on the breakout
• ability to trend above 50DMA after breakout

Use:

• references/technical-setups.md
• references/entry-and-exit-strategy.md
• references/position-sizing.md
• references/trade-management-playbook.md

6. Historical Anchoring

When comparing a candidate against past winners:

1. Use only relevant analogs.
2. Flag whether the analog is a persistent trend leader, high-beta momentum trend, event-driven revaluation, or mania/squeeze.
3. Do not anchor on distorted samples without noting the distortion.

Use:

• references/sample-universe.md

7. Output

Prefer a decision-ready structure:

• thesis
• why now
• what must happen for 5x to remain possible
• technical setup
• invalidation
• ranking versus other candidates

Use:

• references/output-template.md
• references/scorecard-zh.md
• references/checklists-zh.md
• references/entry-and-exit-strategy.md
• references/position-sizing.md
• references/trade-management-playbook.md

Technical Rules

• A stock can be early fundamentally but should not be technically broken unless the user explicitly wants deep-value turnaround hunting.
• When a name is already far above 50DMA, distinguish healthy leadership from late-stage euphoria.
• Treat violent squeeze patterns and steady institutional trends as different species.
• For historical studies, summarize chart behavior rather than narrating every candle.
• Separate selection quality from execution quality; a good stock bought badly can still be a poor trade.
• Prefer staged entry, staged adds, and staged trimming over all-in / all-out behavior.

Research Rules

• Use live sources for unstable facts such as price, market cap, earnings date, current float, guidance, and analyst expectations.
• Prefer primary or company sources for catalysts: earnings releases, investor decks, FDA updates, SEC filings, company blogs, and exchange announcements.
• Be explicit when a conclusion is inference rather than directly stated by a source.
• If a historical sample is a spinoff, relisting, ticker-history distortion, or merger artifact, mark it as special-case before using it as a pattern anchor.

Default Deliverables

Depending on the request, return one of these:

• 5x Potential Scorecard
• Historical Analog Review
• Technical Setup Review
• Buy / Add / Trim / Exit Plan
• 中文评分卡
• 中文执行清单
• Entry / Exit Plan
• Position Sizing Plan
• Trade Management Playbook

Resources

• references/framework.md: full investing framework and scoring dimensions
• references/technical-setups.md: chart patterns and execution rules
• references/sample-universe.md: remembered sample names and caveats
• references/output-template.md: response templates
• references/scorecard-zh.md: Chinese 5x scoring card
• references/checklists-zh.md: Chinese buy/add/trim/avoid checklist
• references/entry-and-exit-strategy.md: entry and exit framework
• references/position-sizing.md: risk and sizing framework
• references/trade-management-playbook.md: staged execution and position management