South Korea's KOSPI dropped 2.3% this week. The culprit? Not earnings. Not macro. A single government aide floated the idea of taxing AI sector profits and redistributing them to citizens as a "citizen dividend." Just a proposal. Not even a law. That was enough. Samsung and SK Hynix, the two companies that basically ARE the KOSPI, got hammered. Both are critical links in the global AI supply chain. This is the oldest mistake in the book. You don't kill the goose that lays the golden eggs. You don't threaten to tax an industry because it gets too successful. Investors don't argue. They just move their money elsewhere.(Lark Davis)