It takes ice running through your veins to pick stocks to buy at the moment.

But that is where we find a few brave souls on Wall Street following the "Liberation Day" massacre taking place in markets.

By the close of trading on Thursday, the damage was apparent as investors adjusted for possibly sharply lower economic and corporate earnings growth at the hands of bruising Trump tariffs. The S&P 500 ( ^GSPC ) closed Thursday down 4.8%, the Dow Jones Industrial Average ( ^DJI ) dropped 4%, and the Nasdaq Composite ( ^IXIC ) shed 6%.

Stocks of companies that are global in nature cratered.

Nike ( NKE ) plunged 14%, while Apple ( AAPL ) and Amazon ( AMZN ) sank 9%, and Walmart ( WMT ) fell 3%.

Markets braced for another day of heavy selling on Friday . At the time of this writing, Dow Jones Industrial Average futures were sinking 1,200 points.

Read more about the global market sell-off and today's market action.

Yahoo Finance scoured the Wall Street community's avalanche of research notes from the past 48 hours to see if anyone dared say something bullish about a stock right now. Although bullishness was hard to find, there were a few daredevils on the Street calling out top picks.

The reasons for these top picks ranged from relatively tariff-proof business models to a view the stock had become too cheap, even assuming worst-case scenarios for the global economy.

The fact we didn't find more top picks should be telling.

Evercore ISI analyst Greg Melich

"Auto parts stand out at the top of the list as being relatively well positioned to pass through higher input costs brought about from tariffs," Melich wrote in a note on Friday. Melich upgraded his rating on auto parts play Genuine Parts Company to Outperform from In-Line.

Explained Melich, "We view GPC as one of the better insulated companies in our coverage from a tariff perspective, with the ability to pass through rising prices in both its auto and industrial segments, there is even a possibility that earnings may move higher from tariffs. While we are currently below the Street, with the stock trading at about 14x depressed 2026 EPS and end markets largely depressed, we believe that much of the risk associated with a choppy low-income consumer and tariffs is baked in."

Evercore ISI analyst Kirk Materne

Materne hedged his picks a bit, acknowledging the broader market backdrop is rife with risk.