What stocks will do well if there is a “Nuclear Incident” in Ukraine or if China invades Taiwan?

I'm trying to think of a real world cataclysmic scenario where we could go… albeit unlikely and how it would affect the stock market.

What stocks would do well?

Rare Earths?

Lithium?

Oil and Gas?

What stocks would absolutely crater and probably never recover… other than AAPL, TSM, TSLA and Chinese tech?