---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/29613102.md"
description: "$NVIDIA(NVDA.US) $Taiwan Semiconductor(TSM.US) each hold a significant amount of shares. The night before last, I sold a small portion of calls at 140 and 200 respectively to hedge against potential pullback risks. Considering last night's major trade news between the U.S. and Saudi Arabia, I won't hedge the remaining positions—I believe there's a good chance they'll hit new highs.The main content of this trade is Saudi Arabia purchasing a package of weapons and equipment from the U.S. for a whopping $140B. On the U.S. side, NVDA & AMD were approved to sell large quantities of semiconductor chips to Saudi Arabia—the former being "hundreds of thousands of top-tier chips (GB300)" and the latter up to "$10B."To me, this is blatant "reverse re-export trade." They won't even sell downgraded products to mainland China, but for demand outside the mainland, who needs to go through the Middle East to buy AI cards? Is Saudi Arabia building its own oil-related large model? With this move, Trump has something to show domestically (strong chip restrictions on mainland China) while strengthening Middle East relations, selling tons of military equipment, and gaining both prestige and profit. This deal is actually quite high in Art content. In a way, Saudi Arabia's computing center is comparable to Southeast Asia's role for mainland China."
datetime: "2025-05-14T03:22:19.000Z"
locales:
  - [en](https://longbridge.com/en/topics/29613102.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/29613102.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/29613102.md)
author: "[晓风 morning_wind](https://longbridge.com/en/profiles/6620864.md)"
---

# $NVIDIA(NVDA.US) $Taiwan Semiconductor(TSM.US) eac…


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## Comments (23)

- **外贸幼稚园 · 2025-05-14T07:30:08.000Z**: 东大不该到处宣传，用阉割版 H20 做了个稍微有点而成绩的 DS，就满世界宣传…..好嘛结果阉割版都买不到了！彻底完了
- **慢徒 · 2025-05-14T06:51:17.000Z**: Bad news for SMIC, poor domestic semiconductor industry, just when they thought spring had come, it turned out to be fleeting.
- **五道口巴菲特 · 2025-05-14T05:14:21.000Z · 👍 1**: Building a computing center in such a scorching hot place is kinda interesting
  - **晓风 morning_wind** (2025-05-14T05:20:14.000Z): It might end up like SoftBank's OpenAI deal, with risks in implementation. But no one cares in the short term.
- **晓风 morning_wind · 2025-05-14T04:01:47.000Z · 👍 2**: Apart from the unexpected halt in H20 sales, this move also strengthened some "bans" targeting CN's computing power demand side. On one hand, it serves as an internal justification, while on the other hand, it strikes the CN demand side with a stick while pointing them in a direction: CN's d
  - **退哥小迷弟** (2025-05-14T06:13:07.000Z): The trick of exporting and then selling domestically feels so familiar 🤭
- **榕哥 · 2025-05-14T03:56:23.000Z**: All kinds of wild ideas and detailed research. Stop the nonsense, Trump has lifted Nvidia's chip restrictions on China.
  - **晓风 morning_wind** (2025-05-14T04:04:17.000Z): Bro, where did you hear the news that the new regulations directly lifted the chip restrictions on China?
  - **吴彦祖海淀分祖** (2025-05-14T04:23:04.000Z): Isn't it directly canceled at 150?
  - **10倍小目标** (2025-05-14T04:30:56.000Z): Stock trading has started to become delusional, take better care of yourself.
- **lyhalfway · 2025-05-14T03:48:47.000Z**: But yesterday there was also a ban on the inference models of Dongda and Huawei chips, so the entrepot trade won't be that easy, right?
  - **晓风 morning_wind** (2025-05-14T03:49:59.000Z): On the surface, there are pros and cons. But the cost of law enforcement is completely different. What's wrong with setting up an offshore company in Saudi Arabia and using Saudi computing power?
- **跳跳阳 · 2025-05-14T03:44:03.000Z · 👍 1**: So, should I just keep lying flat with my 3x semiconductor ETFs? 😳
  - **晓风 morning_wind** (2025-05-14T03:48:51.000Z): Long or short? Hahaha
  - **跳跳阳** (2025-05-14T04:06:05.000Z): Of course it's long😂
  - **晓风 morning_wind** (2025-05-14T04:45:03.000Z): Haha, no problem
- **蒙奇路飞 · 2025-05-14T03:29:42.000Z**: Looking forward to holding TSMC shares without selling.