Which companies will get good earnings regardless of Trump's tariffs, but have been punished too severely?

Someone responded to an earlier post I made in this huge sub. He/she/x said was looking to buy good forward P/E and FCF stocks after getting Q2 and Q3 results. We have to buy before the news comes out though. Which companies you fully believe will withstand the tariffs and have now been punished too severely by the market?

Or is everything calculated by algos and is there no real bargain to be found?