It's both ways. NQD has his views on what is happening and most of us find them bewildering based on what we heard from Barnes last night, and Magnus, Prehab etc recently. However he still has those views and they won't last forever and will be proved right or wrong in the next 2-4 weeks.
There's no point challenging him on it further - he's pushing back and defending himself so obviously feels strongly. He's either going to be proved right or wrong - let's just accept he has a differing view and wait and see. Him posting every now and then saying he's heard its not happening, is not stopping the rest of us assuming and discussing that it is happening.