NOIR(のあ) OP : SoFi Technologies' Q4 adjusted revenue was $1.012835 billion, surpassing the IBES forecast of $985.2 million.

NOIR(のあ) : That's right. It’s been a while since we’ve seen new highs in the stock price movement, but there’s no doubt about NVDA’s strong performance. Good things come to those who wait.

NOIR(のあ) : Let me add some clarification.
Rather than Demis Hassabis saying 'the end of the AI boom,' it would be more accurate to say he **warned that parts of the AI industry are in a bubble state** (Financial Times) (Startup News). Summarizing his recent statements in FT interviews and podcasts, they can be summarized as follows.
Key points made by Hassabis
Concerns about the bubble:
Hassabis pointed out the situation where early-stage startups with almost no products are raising funds at valuations of hundreds of billions of dollars, calling it "unsustainable" (Yahoo Finance). While prefacing that this is not a binary issue, he expressed skepticism about excessive investment in certain parts of the AI industry, particularly seed-stage startups.
Comparison to the dot-com bubble:
Hassabis drew parallels to the dot-com bubble of the late 1990s to early 2000s, stating that "when transformative technology is recognized, excessive hype emerges, followed by an adjustment, leaving only the genuine players to survive and thrive" (CNBC).
However, he remains optimistic about AI technology itself:
On the other hand, Hassabis emphasized that "demand for AI models and capabilities is higher than ever" (Startup News), and he does not deny the intrinsic value of AI technology. He also stated that "while it may be overvalued in the short term, it is still undervalued in the medium to long term."
In other words, Hassabis is not predicting the end of the entire AI boom but is warning that there may be adjustments coming for overheated startup investments. At the same time, he expressed confidence that major companies like Google, which can integrate AI into existing profitable businesses, will be well-positioned to handle any scenario.
The FT title feels a bit forced

NOIR(のあ) : A treasure stock that has soared in recent years with the world's largest market capitalization; holding it guarantees profits. This is the biggest winning AI stock. Various concerns have arisen in the past, but all have been dispelled to bring us to where we are today. Considering that earnings growth has outpaced even the rise in stock price, noise about an AI bubble can be ignored. Like KAZU SUN, I am currently holding a long position.