I have no doubt that someday in the future these world models will revolutionize gaming. However, they are clearly very far off from that point in capability, not to mention the cost. And a lot of these articles I'm seeing are confidently stating very incorrect facts like "this new model will completely change the workflow of game developers and accelerate game development." No it won't.
I don't trade individual stocks but it does seem like an easy case of "buy the dip" here.