Reason: TGT clean breakout; quality defensives (WMT/COST/TJX) oversold-but-intact; brands collapsing.

Tape-read: One clean breakout (TGT), a cluster of quality defensives basing in oversold but holding their long-term trend, and a pile of busted brand names that are death-crossed falling knives — washed, not buyable.

• TGT — CONFIRMED-BREAKOUT: RSI 64.7, strong-up, golden cross, +30.7% vs SMA200, only -2.3% from high — cleanest retail trend.
• WMT — OVERSOLD-QUALITY: RSI 37.7, golden cross, basing right at SMA200, +167% 5y — oversold but intact.
• COST — OVERSOLD-QUALITY: RSI 36.2, golden cross, -1.6% vs SMA200, +152% 5y — basing, needs reclaim.
• TJX — OVERSOLD-QUALITY: RSI 39.3, golden cross, +2.1% vs SMA200, +147% 5y — holding above long-term trend.
• HD — EXTENDED/MIXED: RSI 65, +11.9% 30d but death cross, -2.1% vs SMA200 — rallying into a broken trend.
• NKE — BROKEN-AVOID: RSI 36.1, death cross, -28% vs SMA200, -42% 1y — collapse.
• DPZ / LULU — BROKEN-AVOID: DPZ RSI 33.3 / LULU RSI 40.2, both death-crossed, -25% to -32% vs SMA200 — falling knives.

Lead pick: TGT — only confirmed uptrend in the group; already broken out and near highs. Wait for a flag/pullback toward SMA20 (~$129.50) that holds rather than chasing the +8.4% 7d pop.