Which stocks would you buy if the Nasdaq dropped 25%?

Imagine that inflation accelerates, forcing the FOMC to hike rates, or that the government decides to launch a full-scale invasion of Iran after regrouping its troops. This post isn't about oil or defense stocks; instead, I want to ask which great companies you would buy if the market falls \~25% or more and valuations of some companies crash by 50-75% creating an opportunity to buy. Think of those fantastic tech or industrial companies you're watching right now, but cannot justify buying because their current multiples are just too high. Ideally, we're talking about high-conviction plays with market caps under \~$150B that have clear potential to become future $1T megacaps.