70725602 : A: $Colgate-Palmolive(CL.US)$
B: $Conagra Brands(CAG.US)$
C: $Dollar General(DG.US)$
Market Cap: A > C > B
When times are tough (recession), consumers will shop at Dollar stores. With high inflation, consumers will experience "shrinkflation" from grocery and consumer goods companies making smaller packaged goods and selling them for the same price.

70725602 : A: $Black Hills Corporation(BKH.US)$
B: $National Fuel Gas(NFG.US)$
C: $Essential Utilities(WTRG.US)$
Market Cap: C > B > A
These utility stocks are undervalued and oversold for the year. Utility stocks are considered safe during a recession and pays a very good dividend.

70725602 : Company A: $Texas Instruments(TXN.US)$
Company B: $Sony(SONY.US)$
Company C: $PTC Inc(PTC.US)$
Market Cap: A > B > C

70725602 : Company A: $UiPath(PATH.US)$
Company B: $Okta(OKTA.US)$
Company C: $SentinelOne(S.US)$
Market Cap: B > A > C
The stock prices from these three companies are down from their all-time highs. It may be forming a base, but it may take a while.

70725602 : Company A: $Amphenol(APH.US)$
Company B: $Qualcomm(QCOM.US)$
Company C: $Broadcom(AVGO.US)$
Market Cap: C > B > A

70725602 : Company A: $Lithium Americas(LAC.US)$
Company B: $Solid Power(SLDP.US)$
Company C: $QuantumScape(QS.US)$
Market Cap: C > A > B
Hurricane Idalia caused two electric vehicles catch fire when the rechargeable car batteries were exposed to saltwater.  Solid-state batteries are more stable, less flammable, and safer. $QuantumScape(QS.US)$ and $Solid Power(SLDP.US)$ are probably 5 years or so in commercially producing solid-state batteries.
$AMERICAN BATTERY TECHNOLOGY CO(ABML.US)$ has built a lithium battery recycling facility in Nevada near to a Tesla factory. Recycled cobalt, nickel, and manganese are recovered and profitable. Lithium may also be recovered after further processing.

70725602 : Company A: $Adobe(ADBE.US)$
Company B: $SAP SE(SAP.US)$
Company C: $Autodesk(ADSK.US)$
Market Cap: A > B > C

70725602 : Company A: $Ross Stores(ROST.US)$
Company B:$TJX Companies(TJX.US)$
Company C: $Target(TGT.US)$
Market Cap: B > C > A
Discount retailers are performing well in a high inflation environment. Inflation or No Inflation, consumers like to shop at $TJX Companies(TJX.US)$.

70725602 : Company A: $PayPal(PYPL.US)$
Company B: $Fiserv(FI.US)$
Company C: $Fidelity National Information Services(FIS.US)$
Market Cap: B > A > C
Payment processing companies are in a tough market and competition with each other (ie. Visa, MasterCard, Amex, Discover, and Block). PayPal has struggled after the pandemic boom ended. PayPal's Venmo competes with Zelle. There will be less transaction business if there is a U.S. recession within a year.

70725602 : Company A: $Oracle(ORCL.US)$
Company B: $Salesforce(CRM.US)$
Company C: $Uber Technologies(UBER.US)$
Market Cap: A > B > C