# Jim Cramer's Stock Ownership Strategy

> Jim Cramer advises owning Apple and NVIDIA through market swings instead of trading them.
- Title: Jim Cramer's Stock Ownership Strategy · 24/7 Wall St.
- Summary: Jim Cramer advises owning Apple and NVIDIA through market swings instead of trading them. Jim Cramer recommends holding Apple and NVIDIA long-term despite…
- Keywords: jim cramer, apple, nvidia, stock ownership, market cap, ai infrastructure, revenue growth, share repurchase, dividend increase, data center, Jim, Cramer's
- Source: 24/7 Wall St. — https://247wallst.com/investing/2026/09/21/jim-cramer-says-dont-trade-these-2-stocks-just-own-them
- Author: Mike Barrington
- Published: 2026-09-21T19:10:34+00:00
- Read time: 1 min
- Topics: jim cramer, apple, nvidia, stock ownership, market cap, ai infrastructure, revenue growth, share repurchase, dividend increase, data center
## Cramer's Stock Rule
Jim Cramer says own stocks that don't trade during short-term swings.

> own it, don't trade it
## Apple and NVIDIA Race
Apple and nvidia trade the title of world's most valuable company.
## Cramer's Framework
Cramer argues conviction in long-term winners matters more than timing pullbacks.
## Apple's Market Position
Apple became the first company cramer recommended owning through market swings.
## Nvidia's AI Play
Nvidia has become the infrastructure leader behind artificial intelligence growth.
## Nvidia's Q2 Results
Nvidia reported $96.221 billion in q2 revenue, up 106% year over year.
## Data Center Dominance
Data center revenue accounted for 92% of nvidia's total q2 revenue.
## Nvidia's Capital Returns
Nvidia repurchased $19.7 billion of stock during q2 alone.
## Nvidia's Supply Commitments
Nvidia's supply commitments surged to $279 billion for ai infrastructure.
## Apple's Q3 Results
Apple reported $109.417 billion in q3 revenue, up 16% year over year.
## Apple's Ecosystem Strength
Apple's installed base of active devices reached all-time high levels.
## Apple's Capital Returns
Apple has $138 billion available for share repurchases and dividends.
## What Breaks the Thesis
Nvidia faces risks from ai capital spending and export controls.
## What Happens Next
Investors will watch nvidia's q3 revenue and apple's ai adoption progress.
## Key takeaway

Jim Cramer recommends holding Apple and NVIDIA long-term despite short-term volatility due to their strong fundamentals and growth potential.