NVDA is overvalued, AAPL is fairly valued, and most other stocks are either fairly valued or overvalued.
TSLA is deeply undervalued. Energy sector overall is deeply undervalued. Some healthcare stocks will carry through the recession.
Most financials look undervalued, but never a good place to ride a recession. If you must own one, check out WFC.
Real estate and related stocks will do well in the next decade, but not before they stall in a recession.
Dividend stocks are/will get hit as rates rise, because dividend-hungry investors piled into them when rates were low, creating a bubble.
TSLA, energy, cheap consumer staples, and healthcare seem okay. My largest position is TSLA.