Father, Husband, Portfolio Manager, (HDCTX, CLPFX) Equity Armor Investments. Views are opinions and my own
Metro Detroit MI
Joined July 2010
- Tweets5.2K
- Following555
- Followers2.4K
- Likes2.5K
Pinned Tweet
Never miss an update.
Get the Ripple Effect delivered straight to your inbox.
info.equityarmorinvestments.…
The AI trade is entering its “show me” phase. Full order books need to become earnings and cash flow.
My recent media coverage—and my perspective on managing through the selloff:
joetigay.substack.com/p/in-t…
Some @HaleyforMI voters saw this coming on primary night; others held out hoping the ticket would moderate. The endorsement came at the wire, but every bit helps. For anyone still on the fence, it gives clear permission to leave party habit behind and back the person who actually represents common sense: @MikeRogersForMI
Thank you @HaleyforMI
Joe Tigay retweeted
Alphabet (GOOGL) is among the worst performers in the S&P 500 following its earnings report.
@MarleyKayden reviews the results, while @JoeTigay outlines an example options trade for $GOOGL.
For more: schwabnetwork.com/?CID=SM:Tw…
Joe Tigay retweeted
Verizon, $VZ, shares are lower following the company’s earnings report.
@MarleyKayden reviews the results, and @JoeTigay outlines an example options trade for the stock.
For more: schwabnetwork.com/?CID=SM:Tw…
Joe Tigay retweeted
PepsiCo (PEP) shares are higher following its earnings report.
@AlexCoffeyCS reviews the results, while @JoeTigay outlines an example options trade for $PEP.
For more: schwabnetwork.com/?CID=SM:Tw…
Joe Tigay retweeted
October could be a volatile month for markets, @JoeTigay says. He shares his outlook for the VIX and the AI trade amid a higher-rate environment.
Tigay recommends investors maintain a balanced portfolio across value and growth, with stock picks including $BRK.B, $JPM and $CAT.
For more: schwabnetwork.com/?CID=SM:Tw…
Dario Amodei says frontier AI models are advancing faster than our ability to secure and govern them.
Elon's been saying versions of this for years too.
Both are also raising billions on the premise that they've built the most valuable, most dangerous technology ever created.
The warning IS the pitch. Worth being a little suspicious.
There's an old parable about a farmer whose horse runs away.
Neighbors: "Bad news."
Farmer: "Who knows."
The horse comes back with 3 more horses.
Neighbors: "Good news!"
Farmer: "Who knows."
25 years on: a blue sky, birdsong, and why I still believe in America. My reflection on 9/11 and the resilience of American capitalism 🇺🇸
joetigay.substack.com/p/twen…
Joe Tigay retweeted
Though Broadcom (AVGO) posted an earnings beat, shares are down on softer-than-expected guidance.
@MarleyKayden reviews the results and explains the market reaction. @JoeTigay shares an example options trade for $AVGO.
For more: schwabnetwork.com/?CID=SM:Tw…
I was quoted in @MarketWatch discussing Nvidia's $3.5B investment in MediaTek and how it strengthens their reach across the custom AI chip ecosystem.
Full story by @britney_nguyen: marketwatch.com/story/nvidia…
$NVDA
Joe Tigay retweeted
Just sat down with @CNBC Power Lunch to talk $PANW heading into earnings.
Cyber remains a secular winner as AI accelerates attack surfaces, but earnings gaps can still punish holders. That’s why I focused on protecting the downside rather than selling the name.
Options let you keep the upside while defining risk into the print.
Full clip here: cnbc.com/video/2026/09/01/wa…
#PANW #Options #Hedging #Cybersecurity
