Stock market and technical analysis: Tim Knight says the AI bubble has started to leak. He holds the largest options position of his life in January SMH puts. KORU, the leveraged South Korea ETF, is down about a third from June 1. EWY down 8.35%. Arm down 8.2%. Marvell down 8%. AXTI down 14%, from $140 to about $40. Nokia, STM, UMC, Micron, Seagate, WDC all cracking. Oracle is getting slaughtered after Larry Ellison pledged personal wealth on hyperscaling. Apple folded its arms, kept its cash, and looks brilliant. SpaceX hit a new low with every analyst except one saying buy, and nobody can sell until August 11. 📊 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 A good day preceded by great terror 00:28 If the AI bubble has started to leak, semis are in a world of hurt 00:39 KORU d...