Brumby
Major
Of course you are correct, but in that case it would be as equally incorrect to make speculation "X" as it is to make speculation "not X".
The question is whether we can use open source information, common sense, and some of the more reliable rumours to draw certain conclusions and judge the degree to which they are possible or impossible.
That is the typical nature of PLA watching in my experience, and that is what makes it so much more interesting to me, compared to watching other military forces.
The point is not about speculation per se but which is a better explanation. The more significant the claim the greater the corresponding demand on it to demonstrate its claim rather than not.