Not gonna lie I don't know what conversation you were having then
I was talking about the question dellta0 asked where he mentions he has some US tech shares and if it was worth sitting on waiting for a dollar strength increase. As I said if his stock has a 5-10% jump that is likely to generate more profits than waiting to see if the dollar rises, which if it does there is just as much chance of his stocks going down however many % which would erase any dollar rise. Not many stocks i've seen tend to just go up because their base currency is strong.
I think that is where the misunderstanding is, the stock doesn't need to go up if the base currency of the stock rallies relative to the base currency of the holder of that stock then they profit from that base currency move even if the stock remains flat. You said that it makes little difference to individual stocks but that is besides the point if there is a dollar rally then of course holding USD denominated stocks is usually going to be beneficial in addition to any gains you may get from the movement in those stocks themselves. You're both long those stocks and long USD... being long USD when USD rallies well... (again I'm not saying it will)