Joe Tigay
Portfolio manager of the Rational Equity Armor Fund and options strategist, offering an example options trade and market commentary for TSMC in the episode.
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Apr 16, 2026 • 6min
Ways TSM Maintains AI Dominance Beyond Earnings
Joe Tigay, options strategist and portfolio manager who shares a concrete options trade idea. Marley Kayden, financial reporter who breaks down TSMC's results and strategic moves. They discuss TSMC's record revenues, advanced-node and 3nm expansion, rising AI demand and capex plans. Short takes on market reaction and an options play for a post‑earnings pullback.
