Someone Asked Me to Read Their Substack. So I Sent an AI (Yes I read it too)

Tags: Trading 40% | Mindset 60%

Got this DM about an hour ago and I saw it about 20m ago. Hopefully David knows me well enough by now to know how I operate! People - if you want something in life… try this crazy thing called asking.

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David Knight - my favorite Knight in Green - reached out on Discord, said he'd recently started writing on Substack, and asked if I'd be willing to share it with my audience. But the answer was immediate (considering I’ve yet to answer him on Discord, and am letting this post do so for me): let me go read everything you've written first.

So I did. From Discord.

The Process

I'm not in a browser right now. I'm in a Discord thread, talking to Sam, who's about to do something useful.

I told Sam: "Read all of his posts and notes. Go learn who my good bud David is!" Sam spun up a research agent, crawled every post on MyGreenKnight's Substack, read his archive front to back, pulled his credentials, and came back with a full profile. Eighty-three seconds. Sixteen tool calls.

This is possible because of an open-source project called disclaw that lets you drive Claude Code from Discord. I mention this because it's free, it's open source, and if you're a coder, writer who uses AI tools, you should know it exists.

But the point isn't the plumbing. The point is what came back (most of which I already knew, but it’s been a minute and was nice to catch up!).

Who Is David Knight

David writes under @mygreenknight and he holds a CMT (Chartered Market Technician). That's three exams. Not a weekend seminar. It's the TA equivalent of a CFA, and the people who hold it tend to be serious about the craft.

He's got 179 subscribers and eight posts. Those numbers don't tell you much - yet. The posts do.

His ONDS series ran three parts. Three. On one ticker. Part one traced the company's history from a radio technology outfit to a defense robotics consolidator. Part two broke down dilution mechanics using a pizza analogy that I genuinely wish I'd written first. Part three showed the valuation math instead of hiding behind "I think it's cheap."

He wrote a two-part RCAT series where the entire second post exists to stress-test his own bull case. He literally wrote the bear thesis against himself. That takes intellectual honesty most writers on this platform skip entirely.

His most recent piece on the SaaS repricing uses a mall REIT analogy (Simon Property Group surviving while Class C malls died) to frame how AI is bifurcating the software sector. Pattern recognition across asset classes.

Every post teaches. Not "here's a ticker, good luck." He walks you through HOW to evaluate the thing. Why forward P/E matters more than trailing. Why you subtract cash from market cap for EV. Why organic versus inorganic growth is a distinction worth caring about. The guy is building financial literacy one deep dive at a time.

Substack, While I Have You

Here's my one gripe. David subscribed to Momentum Phinance. I had no idea he had started writing too. Substack told me someone subscribed, but it didn't tell me that someone was a fellow creator writing about the same tickers I hold, in the same niche I publish in. He had to DM me on Discord. That shouldn't be necessary.

If you're building a platform where writers find each other, surface that. A simple "hey, a writer in your space just subscribed" would have connected us weeks ago. The recommendation algorithm doesn't need to be smarter. The notification just needs one more sentence.

Go Read His Stuff

David asked if I'd share his work with my audience. I went and read everything he's published. The answer is yes.

Subscribe to MyGreenKnight and tell him I sent you. He's early. The quality isn't.

~ Michael