Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) and Walt Disney (NYSE: DIS) are two stocks that look poised to outperform based on their current valuations and prospects. Like other big tech stocks, the Google parent has faced difficult comparisons with strong results in 2021, as well as declining demand in the ad market as businesses prepare for a recession by trimming marketing spending. Most economists expect a recession, and the Federal Reserve has forecast another 75 basis points of rate hikes next year, even as it sees inflation continuing to fall.