Scanner DailyTickers — Thursday, June 4, 2026

Eli Lilly is the most compelling momentum setup in today’s scan. While the S&P 500 fell -0.74%, LLY gained +1.4% to $1,078 — a clear signal of sector leadership rotation into healthcare. The GLP-1 supercycle (tirzepatide/Mounjaro for obesity and diabetes) is a secular growth story: LLY’s forward PE of 24.2x is discounted relative to the growth rate, with 2026 revenue expected to exceed $60B. RSI 62.1 (healthy, not overbought), 12.3% above 50-DMA. Unusually bullish options flow: call sweep at $1,130 strike for Jun 5 expiry with 2.1x open interest. The technical structure shows a stock that is accelerating while the market consolidates — exactly the confluence required for a top-score setup.

TG Therapeutics is a commercial-stage biotech with an approved multiple sclerosis drug (ublituximab/Briumvi) gaining market share against Roche and Biogen. The stock surged +9.5% today on volume of 3.6M (nearly 2x average), which is a momentum continuation signal, not a one-day spike. RSI 57.4 — momentum is early, confirming there is room to run. EMA20 crossed above EMA50 in early May, and MACD is strongly positive. At $6.1B market cap and $40 price, TGTX represents the sweet spot of the healthcare opportunity: large enough to avoid micro-cap manipulation risk ($500M+ mcap filter ✅), small enough to generate asymmetric returns. The 52-week high is $44.65 — the target sits just at that resistance level.

Microsoft fell -3.2% today on tech sympathy selling ahead of AVGO and CRWD earnings. This is the cleanest buy-the-dip setup in the scan: a mega-cap AI leader with no binary event of its own, sold purely on sector sentiment. The options market is screaming bullish: 60,000+ contracts at $427-$440 strike prices expiring today suggest institutions were buying calls aggressively into the dip, betting on an AVGO beat recovery. Azure cloud revenue growing 35%+ QoQ. Copilot AI assistant monetization is accelerating enterprise ARPU. MSFT trades at 22x forward EPS — historically cheap for its growth trajectory. RSI 52.6 = healthy reset, not a trend break.

Freeport-McMoRan is the world’s largest publicly traded copper company, and copper is the quintessential RISK-ON commodity. FCX trades near its 52-week high ($72.09) after a sustained breakout from $35 lows in March. Today’s -1.5% pullback is a normal consolidation within the uptrend. RSI 64.3, 12.9% above 50-DMA. EMA20 > EMA50 > EMA200 — trend alignment on all timeframes. Copper demand is structural: AI data centers require 4-5x more copper than traditional server farms; EV transition requires 3x more copper per vehicle than ICE. The energy transition supercycle is still in its first innings.

Texas Pacific Land Corporation is the largest private landowner in the Permian Basin (900,000+ acres) and earns royalties on every barrel of oil and cubic foot of gas produced on its land — zero exploration or capex risk. TPL corrected -24% from its February $547 high to $370, now recovering. Today’s +9.7% snap-back on strong volume is the signal: the 200-DMA at $366 held as support, and RSI 50.5 has reset from oversold levels. This is a Pullback setup in a structurally premium energy royalty business. TPL also earns water services revenues as Permian operators drill more wells — a growing second revenue stream.

Costco is the highest-quality consumer staples business in the world, and it is currently trading at its 200-DMA with RSI 37.8 — oversold by any measure. The stock fell from $1,060 (May 21 sell signal) to $962 today — a clean -9.3% correction to 200-DMA support. Today’s 10-Q filing confirms membership metrics remain healthy (Q2 FY2026 data). The bullish call flow is decisive: $960-$995 strikes, 2-14x average volume on Jun 5 expiry — institutional buyers are positioning for the 200-DMA bounce. COST has bounced from its 200-DMA 7 of the last 8 times in the past 3 years.

AstraZeneca is Europe’s largest pharmaceutical company by market cap, and at $176 it is deeply oversold: RSI 33.2, -7.5% below its 50-DMA, trading near its 52-week low territory. The put IV spike at $90 strike (far OTM Jun 18) is a classic capitulation signal — speculative put buyers protecting against a crash that is already priced in. AZN’s pipeline is genuinely strong: osimertinib (Tagrisso, lung cancer market leader), camizestrant (breast cancer, Phase 3 readout pending), datopotamab deruxtecan (TROP2, multiple solid tumors). Forward PE 22x is historically cheap for AZN. The 1.78% dividend yield provides a floor.

SAP SE is Europe’s largest enterprise software company and the global leader in ERP systems, with 400,000+ enterprise customers. After falling from $244 (January high) to $161 in May, SAP is now recovering (+8.1% since the May 5 buy signal at $168). RSI 53.2, MACD turning positive, +4.6% above 50DMA. The cloud transition is at an inflection: RISE with SAP migrations are accelerating, Joule AI assistant monetization is ramping, and cloud backlog grew 29% YoY in Q1. Below 200-DMA (-19.5%) but recovering — this is recovery momentum, not an extended breakout. Bullish call sweep at $187.5 (Jun 5) confirms institutional positioning.

iShares MSCI Japan ETF provides diversified exposure to Japan’s corporate governance reform story. The Tokyo Stock Exchange’s mandatory ROE improvement program has forced Japanese conglomerates (Toyota, Sony, Keyence, Mitsubishi) to return capital through buybacks and dividends, re-rating equities. EWJ trades at +5.8% above its 50-DMA with RSI 65.7 — strong momentum without overextension. The Bank of Japan’s gradual policy normalization is a tailwind for yen-denominated asset returns. APAC diversification mandate for the portfolio is satisfied here at reasonable cost (stop 3.03%, target 4.2% = 1.5:1 R/R). Note: sharia-tagged false due to ~15% financial sector exposure in the index.

SPDR Gold Trust has pulled back from all-time high territory (~$510+ earlier this year) and is now consolidating in the $400-$415 range, near its 200-DMA ($403). RSI 38.8 — historically oversold for a structurally bull gold market. Gold’s secular bid comes from: (1) central bank reserve diversification away from USD (China, India, Middle East); (2) USD debasement premium; (3) RISK-OFF hedge for a portfolio that has significant tech/equity concentration. This is the lowest-score but most defensive setup in the scan — gold provides insurance when AVGO creates unexpected binary outcomes. June seasonality historically favors gold (5-year avg: +1.8% in June).