PM Dude

I talk about all things related to Product Management (PM), Artificial Intelligence (AI), and investing.

[PM Dude @pmdude]

My account talks about the intersection of three things:
1. Product Management
2. Artificial Intelligence
3. Investing

I believe product managers make the best investors. And I believe AI is the biggest revolution this galaxy will ever see.

Join me on this public journey of #PMsMakeProfit

P.S.: I’m a C-level exec, my response times may be slower sometimes. Please don’t hold that against me. I love my day job too!

[PM Dude @pmdude]

@Tesla What’s the leg room and headroom in the third row? Is it mainly for kids?

[PM Dude @pmdude]

I’ve been waiting for this :) :)

[Tesla @Tesla]

Introducing Model Y Long Wheelbase – now available in the US & Puerto Rico

A 3-row, 6-seat configuration that brings exceptional interior space with ample headroom & legroom for all passengers

0-60 in 4.4 seconds
325 miles of range

– Front row: Heated/ventilated seats w/ powered thigh cushion
– Second row: Heated/ventilated captain seats w/ powered armrests & one‑touch fold
– Third row: Heated seats w/ power recline, one‑touch fold & child seat anchors

–  Improved airflow, increased efficiency & more range

– 89 cu ft of trunk space: with 6 passengers, trunk still fits a 28" and 20" suitcase each, plus frunk holds an additional 20" suitcase. Oversized items like snowboards and bikes also fit easily

– Engineered for safety w/ seat belts & side air bag optimized for second & third row

– Upgraded acoustic glass & suspension to minimize road noise

– Adaptive damping for a smooth, stable ride

– Staggered tires for enhanced grip

– Larger tailgate for better rear visibility & bigger windows overall to deliver great views from every seat

– 16" first row & 8” second row touchscreens + 19-speaker immersive Tesla Audio

– Upgraded 50W wireless charging pads w/ active cooling & charging ports for all other seats

– FSD Supervised & integrated Grok AI

https://t.co/erculCry18

[PM Dude @pmdude]

Who’s ready (with cash)?

[Kalshi @Kalshi]

JUST IN: Trump says China plans to take over the Panama Canal

[PM Dude @pmdude]

@DeepValueBagger Until tomorrow when something else comes along…

[PM Dude @pmdude]

Hilarious post and it is very true. People on X have very little conviction. Their PT for a stock changes with the direction of wind. That’s why I keep reminding everyone why PMs make the best investors.

[Gublo @Gubloinvestor]

Everyday all day i read these things on X.

$MU $1500
$MU Bullish

Memory shortage will last for decade.

VS

Today

$MU will go down more

Memory run is over

Memory bear market has begun..

All it takes for stock to go down -10% and entire narrative will change 😀

[PM Dude @pmdude]

@FirstSquawk Great idea! https://t.co/ZPDwK8r3dg

[PM Dude @pmdude]

My POV:

I think that Oracle + OpenAI are going to reshape the healthcare system in America. This 5% stake is going to allow OpenAI access to US Citizens anonymized medical data for training.

If I was Sam Altman, I’d give 10% of the company for this, if this is the purpose.

[PM Dude @pmdude]

@amitisinvesting My POV 👇 https://t.co/ZPDwK8r3dg

[PM Dude @pmdude]

My POV:

I think that Oracle + OpenAI are going to reshape the healthcare system in America. This 5% stake is going to allow OpenAI access to US Citizens anonymized medical data for training.

If I was Sam Altman, I’d give 10% of the company for this, if this is the purpose.

[PM Dude @pmdude]

My POV:

I think that Oracle + OpenAI are going to reshape the healthcare system in America. This 5% stake is going to allow OpenAI access to US Citizens anonymized medical data for training.

If I was Sam Altman, I’d give 10% of the company for this, if this is the purpose.

[PM Dude @pmdude]

@gurgavin Unreal

[PM Dude @pmdude]

Jimmy is the kiss of death. Yesterday was $mu, and now trying to do the same to $META

[Jim Cramer @jimcramer]

Meta follows through with plan i put out! Good

[PM Dude @pmdude]

@Benzinga Keep failing until you succeed. Then failures are just small blips.

[PM Dude @pmdude]

@2000STOCKMASTER What did I miss

[PM Dude @pmdude]

@bindureddy Classic chicken and egg. As AI models require more government oversight, we should realize AI’s positioning in the hype cycle

[PM Dude @pmdude]

@DivesTech @CNBCFastMoney @MelissaLeeCNBC What’s changed?

[PM Dude @pmdude]

We got the magic reserve word today https://t.co/0EUrzVGWqc

[Michael Saylor @saylor]

Strategy announces a Digital Credit Capital Framework designed to strengthen Digital Credit, enhance liquidity, preserve long-term Bitcoin exposure, and support long-term value creation. $MSTR $STRC https://t.co/AUoUCtem53

[PM Dude @pmdude]

Nice! Is it possible to run against local always on laptop instead of cloud agent?

[Cursor @cursor_ai]

Introducing Cursor for iOS.

Build from anywhere by launching always-on cloud agents. Or remotely control agents running on your computer from the app.

Composer 2.5 is 75% off in the app now through July 5.

[PM Dude @pmdude]

@smartertrader 10 year deal between AAPL and MU coming with either market based pricing (likely not) or predetermined price hikes for 10 years. Would MU still be cyclical?

[PM Dude @pmdude]

@Tickertalk1 Yes 🙌 I agree and have same POV 👇 https://t.co/0CJnXwEEdt

[PM Dude @pmdude]

The house doesn’t want retail investors to make easy money. Short term long call options would be easy money after a blowout earnings release by $MU. The house held the $MU horse back and made it do practice sprints going backwards.

Also, Apple is feeling the pinch and create headwinds for the company. The lawsuit today is likely backed by Apple. Apple’s weighing on the market and inflation metrics make people pay attention.

The solution is lock in 10 years of memory now with a cap on hikes every year. Guess what happens once approved? Current PE is ~25x, forward PE should be 25x because MU is no longer cyclical.

[Hardik Shah @AIStockSavvy]

$SNDK | Bernstein SocGen Group 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 on 𝐒𝐚𝐧𝐃𝐢𝐬𝐤 to $𝟑𝟎𝟎𝟎 from $𝟏𝟕𝟎𝟎, maintains 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦

[PM Dude @pmdude]

@StockSavvyShay One hell of a ER https://t.co/jaO3i2Fv8H

[PM Dude @pmdude]

💪 Strong ER 💪

$AVAV just wow