Scanner DailyTickers — Thursday, April 24, 2026

Broadcom is the highest-conviction AI infrastructure play in Thursday's scan. Its custom silicon business (XPUs for Google TPU, Meta MTIA, Apple) grows directly as hyperscaler capex expands — GOOGL and META earnings reactions are a direct catalyst. VMware integration is complete, adding $4B+ in annualized software revenue. At 22x forward PE, AVGO trades at a significant discount to pure AI names (NVDA 40x+) while delivering comparable AI infrastructure exposure. Above all EMAs with RSI not overbought — this is a momentum name with room to run. Near 52-week high zone confirms institutional accumulation.

AMD is the premier AI chip challenger to NVDA with its MI300X GPU gaining real traction at hyperscalers (Microsoft Azure, Meta). The stock is +45% since April 1 — the momentum is undeniable. RSI at 83.3 is a caution flag (overbought territory), but momentum strategies work precisely because overbought can stay overbought in strong trends. The key is sizing at 0.75x and using a wider stop to accommodate volatility. Fwd PE 27.8x vs NVDA 40x+ represents genuine relative value in the AI chip space. MSFT and META earnings commentary on AI accelerator spend will be direct catalysts.

CrowdStrike is the premier AI-native cybersecurity platform. The -4.56% Wednesday pullback creates a tactical entry in a strong multi-month uptrend. Cybersecurity demand is regime-agnostic and geopolitically-driven — every escalation in Iran negotiations directly increases state-sponsored cyber attack risk, boosting CRWD's Falcon platform adoption urgency. A BUY signal fired on April 15 at $409 and the stock is still 9% above that level, suggesting the uptrend is healthy. Above EMA20 ($418) and EMA50 (also near $418). The -4.5% dip is exactly the pullback traders wait for in strong uptrends.

Eli Lilly is the highest-quality defensive name in Thursday's scan. The GLP-1 obesity market (Mounjaro/Zepbound) is a structural multi-decade growth driver — $100B+ TAM by 2030. LLY has pulled back from its $1134 52-week high to $917, creating a compelling value entry at 21.7x forward PE. RSI at 46.5 (neutral) signals the excessive selling is exhausted without being oversold enough to scare away buyers. In EARLY RISK-OFF, healthcare names with secular growth drivers outperform because their revenue is independent of the macro cycle. No earnings for several weeks — clean setup window.

Deere is the precision agriculture and infrastructure bellwether — an underrated AI story through its autonomous farming equipment. +2.06% Wednesday on commodity tailwind reinforces the uptrend from the April 16 BUY signal. At 25.7x forward PE, DE reflects both the premium for quality and the AI-driven farming tech angle (autonomous tractors, precision planting systems, John Deere Operations Center). The Durable Goods data at 8:30am Thursday is a direct catalyst — a strong print confirms the capital equipment cycle. Above EMA200 ($527) with RSI at 47.2 (neutral) is an ideal entry combination: momentum without overbought risk.

ASML holds the only monopoly in EUV lithography — every advanced chip below 5nm requires their machines, and no viable competitor exists. TSLA, GOOGL, MSFT, and META earnings cap-ex guidance is a direct catalyst: every incremental dollar of data center capex announced Thursday translates into future ASML orders. TSM (42% ASML revenue) is at a 52-week high, confirming AI fab expansion. BUY signal fired April 1 at $1352. Above all EMAs including EMA200 ($1160). The -1.79% Wednesday dip is a minor pullback in a strong trend — use it as a tactical entry opportunity.

BBVA is the largest EU bank by market capitalization and one of the most attractively valued financial names globally. The -3.01% Wednesday pullback provides a tactical entry in a powerful uptrend that has taken the stock from $13.47 to $21.62 (+60.5%). At 9.6x forward PE with a 4.8% dividend yield, this is deep value with income. The ECB rate environment remains supportive for net interest margins. The Sabadell merger (pending regulatory approval) would make BBVA Spain's largest bank, adding significant cost synergies. Above EMA200 ($20.58) confirms structural support.

EWT is the highest R/R setup in Thursday's scan (1:1.9). It provides concentrated exposure to Taiwan's semiconductor supply chain, with TSMC at 42% weight. TSMC is at a 52-week high — confirming the AI chip demand cycle is real. The ETF is breaking out above $84 resistance near its own 52-week high ($86.23). As an ETF with 100+ holdings, EWT provides AI semiconductor exposure without single-stock earnings binary risk — particularly valuable this week. Low correlation to US mega-cap earnings makes it a natural portfolio diversifier. Above EMA200 ($66) by 28% reflects structural AI cycle tailwind.

BOTZ is the diversified AI + robotics thematic play — capturing the automation and AI infrastructure trend without single-stock earnings exposure. With 40+ holdings including NVDA, Intuitive Surgical (ISRG), ABB, Keyence, and Fanuc, BOTZ benefits from both AI software (NVDA weighting) and industrial automation (robotics). A BUY signal fired April 2 at $33.34 and the ETF is +10% from that level. Near EMA50 ($36.19) and above EMA200 ($35.69) creates a dual MA support zone. The IRA reshoring manufacturing wave is a multi-year secular tailwind for robotics adoption.

TAN is the clean energy setup with the most compelling macro tailwind in Thursday's scan. With USO above $129, every dollar of oil price elevation improves the economics of solar and wind relative to fossil fuels — investors price this in via multiple expansion for clean energy names. TAN is at its 52-week high zone ($61.03), +2.75% Wednesday, with a BUY signal from April 10. Above all EMAs including EMA200 ($48.46) by 21%. The IRA $369B clean energy deployment is ongoing and accelerating. As a diversified ETF with 30+ holdings (First Solar, Enphase, SolarEdge, Sunrun), TAN captures the entire solar value chain with zero single-stock risk.