Taiwan cable maker Bizlink-KY tumbled to its daily loss limit despite posting its best-ever quarterly profit — bad news for anyone who bought the AI hardware story late.

• The company reported record earnings for the second quarter and a record first half, but traders treated it as good news already priced in and sold.
• Its AI and high-performance computing business has grown for ten straight quarters, with second-quarter sales up 67% from a year earlier.
• The car parts business is recovering to a two-year high, and the appliance unit rebounded thanks to a Mexican acquisition.
• A newly bought business, Interplex Datacom, is due to close in the second half and would add precision metal and structural parts to its data center product line.

Outlook: The selling looks like profit-taking rather than a broken story, and attention now shifts to whether AI data center demand keeps the growth streak alive in the second half.