David Knight's Substack
David KnightHere I share articles about stock market
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 21 | Founded | 5 months ago | Last Issue | a month ago |
| Active | |||||
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mygreenknight.substack.comLatest Issues
The Metals Behind the Machines
Everyone talks about AI chips.
$NVDA this, data centers that. But the next phase of AI is physical. Robots that walk. Rockets that land themselves.
And here is the thing nobody tells you: software does not walk. Metal walks.
Every huma...
Yes, My Articles Are Written With AI
I want to be transparent with you about something. Every article I publish here is written with AI.
I am not ashamed of it. Why would I be? English is not my first language. The ideas are mine. The research is mine. The positions I take wi...
AI's Next Bottleneck Isn't Chips. It's Copper.
AI’s Next Bottleneck Isn’t Chips. It’s Copper.
Everyone writes about the AI boom the same way. Chips, data centers, power deals. In my last piece, The Landlords of the AI Boom, I covered the companies building and renting out the buildin...
The Landlords of the AI Boom
Here is a strange picture.
In late July, the biggest technology companies on earth wrapped up another round of earnings calls, and the message was the same one they have delivered all year: we are spending more. Estimates for hyperscaler c...
The Quantum Threat: Can Quantum Computing Destroy Bitcoin and Crypto?
On March 31, 2026, Google’s Quantum AI team published a 57-page paper that quietly reset the security assumptions under most of the digital economy. The headline: breaking the elliptic curve cryptography that protects Bitcoin ($BTC), Ethere...
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CMT | Stock/Option Trader. Market Data, Due Diligence & Trade Ideas
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