Youtubeยท2025-09-23 00:45Core Viewpoint - The discussion emphasizes the importance of holding onto individual stocks like Nvidia and Apple rather than trading them, as significant profits often come from long-term ownership rather than short-term trading strategies [1][2][3]. Group 1: Apple - Apple is launching the iPhone 17, which features innovative models that are lighter and more advanced, countering negative narratives about the product's appeal and sales potential [2][3]. - Despite initial skepticism regarding sales in China and the impact of tariffs, early indicators show strong demand, with T-Mobile reporting record iPhone sales and double-digit growth compared to previous years [2][3]. - The negative media narrative surrounding Apple has been proven incorrect, as the stock saw a significant increase of over 4% following positive sales news [2][3]. Group 2: Nvidia - Nvidia announced a partnership with OpenAI to build data centers with a capacity of 10 gigawatts, which is enough to power 8 million homes, highlighting the company's strong position in the AI and data center market [3]. - The investment of $100 billion in OpenAI, with $10 billion allocated per gigawatt, is expected to enhance Nvidia's value and profitability as AI demand surges [3]. - Concerns about Nvidia's performance due to geopolitical tensions with China are deemed less relevant, as the focus should be on the company's long-term growth potential [3].