From 24/7 Wall St. · Mike Barrington · · 1m 30s
Jim Cramer's Stock Ownership Strategy
Jim Cramer advises owning Apple and NVIDIA through market swings instead of trading them.
In brief
Jim Cramer advises owning Apple and NVIDIA through market swings instead of trading them. Jim Cramer recommends holding Apple and NVIDIA long-term despite short-term volatility due to their strong fundamentals and growth potential. Originally reported by 24/7 Wall St..
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.
The short version
Jim Cramer recommends holding Apple and NVIDIA long-term despite short-term volatility due to their strong fundamentals and growth potential.
