The South Korean lawmakers floated a proposal to tax AI-driven corporate profits and redirect them as public benefits. Samsung and SK Hynix dropped five to ten percent in the first hour. The proposal was vague. The reaction was not. What markets were pricing was not the policy itself but the possibility it represents. For two years, AI has been treated purely as a growth story. Governments have mostly stood aside. That is changing. Chris Vecchio breaks down why the South Korean episode matters far beyond the stocks that sold off that day, what it reveals about the political tension building underneath the AI trade, and the structural questions that investors will be forced to answer over the next several years. Helpful links: tastylive: tastylive.com Get Tom's pre-market analysis every morning: tastylive.com/newsletters FREE Options Strategy Guide: tinyurl.com/bp9ms763 Follow tastylive on X: x.com/tastyliveshow CHAPTERS: 00:00 South Korea Proposes Taxin...