Companies with a large footprint in the US should benefit from the tariffs?

Someone smarter than me please post a counterargument.

My reasoning is that because the reciprocal tariffs increase the cost of imported foreign goods, domestic goods will be cheaper/favorable. This is the whole idea, to shift a focus back to domestic US manufacturing and purchasing. Therefore, companies that don't need to shift and already produce domestically should benefit as consumers and businesses shift to domestic options? The flip side is that if foreign countries retaliate, this would offset the wanted shift obviously.
So I started listing companies with a large footprint already in the US or that just solely already manufacture the MAJORITY of their stuff in the US:

Tesla, RIVN, Nucor, Steel Dynamics, Deere & Co, TXN, MU, Exxon, Chevron, LMT, RTX, BA.

Meanwhile, a company like Apple produces 80-90% of their iPhones in China and are definitely screwed.

I'm just a retail trader trying to navigate the new market, but this news just hit us TODAY! Any reaction to unexpected news (especially crazy news like this) is an overreaction. Perhaps this side of the story hasn't hit wallstreet yet and isn't priced in? Lets say this outcome is even correct, how long would it even take to see these effects?
What do yall think?