# AI Market Radar

> Run the user's AI/Nasdaq market radar v2.6. Use when the user asks in Korean or English for "오늘의 시황", "시황 레이더", "market radar", Nasdaq/AI market mood, AI CAPEX verification, semiconductor/AI hardware rotation, TSLA or ORCL AI re-rating checks, SMR/power infrastructure checks, liquidity/regime-risk monitoring, or a dashboard-style investing market read.

- Skill: `egoing88/ai-market-radar` (Agent Skill, multi-file: 3 files)
- Install (CLI): `npx skillmds@latest add egoing88/ai-market-radar`
- Raw SKILL.md: https://api.skillmd.com/api/skills/egoing88/ai-market-radar/raw
- Safety review: pending (external: skill-scanner PASS, skillspector PASS)
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: egoing88 (https://skillmd.com/u/egoing88)
- Updated: 2026-09-22
- Page: https://skillmd.com/skills/egoing88/ai-market-radar

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# AI Market Radar

## Core Workflow

Use this skill to produce the user's recurring AI/Nasdaq market radar. Treat it as a live market interpretation framework, not a generic market summary.

Always:
- Read `references/market_radar_rules_v2_6.md` before running a full radar or when details are needed.
- Verify latest prices, news, rates, oil, VIX, earnings, and macro data with web sources.
- Start with the v2.6 action dashboard and a clear level from L1 to L5.
- Separate "theme still alive" from "which subsegments are winning or losing."
- Include regime-risk checks: liquidity, QT/QE, credit stress, private credit, banks, commercial real estate, recession signals, and "good news but stocks do not rise" behavior.
- Show USD figures with KRW conversion beside them whenever dollar amounts appear. Use the latest reasonable USD/KRW rate and state it.
- Keep final actions as market behavior zones such as 관망, 분할 대기, 조정 시 관심, 소액 분할 접근, 추격매수 금지, 리스크 축소, or 방어 우선. Do not frame as personalized investment advice.

## Output Shape

For routine "today's market" requests, keep the first screen compact:

```text
종합 레벨:
판정:
행동:

나스닥:
S&P 500:
반도체 / AI 하드웨어:
소프트웨어:
전력 인프라:
TSLA:
ORCL:
OKLO / SMR:
유가 / 지정학:
금리:
VIX:
```

Then add only the needed detail sections from the v2.6 rule:
- 핵심 뉴스 Top 10
- 반복 테마 Top 10
- 버블 / 붕괴 체크
- 관심 종목 체크
- 신규 주도 섹터 후보
- TSLA AI 재평가 체크
- ORCL AI 인프라 검증 체크
- AI 수혜 단계 레이더
- AI 금융 사이버 리스크 체크
- 단기 조정 / 재상승 신호 체크
- 오늘의 결론

When the user asks for more detail, expand the relevant checklist items and explain why each signal counts.

## Standing Interpretive Rules

Prioritize repeated themes and expert-opinion clustering over raw headline volume.

For TSLA, judge re-rating by price behavior:
- Bad auto news hurts less.
- AI, robotics, Robotaxi, Optimus, FSD, or AI chip news matters more.
- Relative strength improves versus QQQ, SMH, auto peers, and relevant AI/robotics baskets.

For ORCL, always check:
- CAPEX fear and whether guidance keeps rising.
- OCI growth and AI demand conversion.
- RPO conversion into revenue.
- FCF deterioration or improvement.
- AI infrastructure margin concerns.
- Stock reaction to CAPEX, OCI, RPO, and customer-risk news.

For the AI value chain, use the staged view:
- Stage 1: GPU / AI accelerator / custom ASIC.
- Stage 2: HBM, server DRAM, enterprise SSD, networking, power management chips.
- Stage 3: CPU, advanced packaging, foundry, data-center power/cooling/electrical equipment.

For AI financial cyber risk, look for:
- Model misuse or zero-day capability reports.
- Large bank, payment network, exchange, broker, or regulator response.
- XLF, KBE, VIX, high-yield spreads, bank CDS, and cybersecurity stock reactions.
- Actual outages, payment delays, data leaks, or deposit/liquidity stress.

## Reference

Detailed v2.6 rules live in:

`references/market_radar_rules_v2_6.md`