I'd bet on Amazon, AWS is minting money wiht crazy margins. eCommerce is not going anywhere. Microsoft looks good too (Azure). Google and Meta enjoy high ad price wave right now but things will turn down during the recession. Apple is Apple - steady.
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Walmart will there, rain or shine.
Microsoft and Google will be fine. Meta would be in the same boat as Twitter if someone was to peek behind the curtains and find out how many bot, deleted, fake, dormant, and duplicate accounts there are that they report to the SEC as a real subscriber base across Facebook and Instagram. And Apple is a just Apple. Cisco is just the Titanic taking on water rapidly