Yesterday, new U.S. tariffs on Mexico and Canada officially went into effect.

The 25% tariffs on our two closest trading partners, along with an additional 10% tariff on Chinese imports, rattled markets.

Stocks began trading yesterday by tumbling across the board as traders digested the economic impact of these policies.

But as I’ve told you before, this kind of broad-market panic often creates incredible buying opportunities.

I love buying high-quality companies that get dragged down by news that has nothing to do with their business. And that’s exactly the setup we have today.

The Market’s Overreaction = Our Opportunity

Tariffs hurt companies with heavy international supply chains – industrials, automakers, and retailers with global sourcing will feel the squeeze.

But some companies are almost completely insulated from these policies, yet their stocks are falling anyway.

That’s where the opportunity lies.

Take Meta Platforms (META), Uber Technologies (UBER), and Fannie Mae (FNMA).

These are three stocks I’ve highlighted in The Million Mission before, and none of them have significant exposure to tariffs.

• Meta Platforms (META) – A pure-play digital advertising giant. It doesn’t manufacture goods, and its revenue comes from businesses buying ads. Tariffs don’t change its business model. With unmatched scale, AI-driven ad targeting, and record earnings growth, Meta is an unstoppable force in digital advertising, driving higher engagement and monetization.

• Uber Technologies (UBER) – A mobility and delivery powerhouse. It doesn’t rely on importing goods from China, Canada, or Mexico. Consumers may spend less if inflation rises, but Uber’s core business remains intact. Autonomous vehicle partnerships, a growing Uber Eats segment, and its massive global network position Uber for long-term success.

• Fannie Mae (FNMA) – A government-sponsored enterprise in the housing market. Mortgage rates and real estate trends drive its business, not trade policy. Generating billions in profit annually, Fannie Mae plays a crucial role in U.S. housing. If privatized, its stock could soar, making it one of the most asymmetric opportunities today.

The Playbook: Look for Unaffected Winners

When the entire market sells off on news that only impacts a portion of companies, it’s time to go bargain hunting.

We’ve seen this strategy work before.

During previous tariff wars and geopolitical fears, the best-performing stocks were often the ones that didn’t deserve to be sold off in the first place.

This time will be no different.

If you already own these stocks, sit tight.

And if you don’t own them yet, consider this your buy alert.

The market is handing us a gift, and opportunities like this don’t last forever.