You're right, but the amount of hyperbole and catastrophising over a launch delay is a bit OTT. AMD don't need to show their hand yet.This.
The thread is entitled the AMD RDNA4 RUMOUR MILL, which is clearly why we have been focusing on AMD.
Search for phrases such as "open goal" to see what people in the main think of Nvidia's 50 series.
Speaking for myself, at least, I don't have shares in either company, nor am I deluded enough to believe that they care about me. Nor am I projecting some kind of mythological narrative on to the market whereby AMD is the plucky underdog and Nvidia is the evil empire. A few people seem to get upset and defensive when AMD are criticised but I don't think we see things in the same way. I don't care about these companies, I just want a good product and service, at a reasonable price. Thankfully, my identity is not dependent on the badge on my GPU, or on any product I own (or don't own).
Again, the reason why people are expressing frustration with AMD's dissapointing GPU showing at CES is because the bar has been set so low by Nvidia who don't even seem to care anymore about gaming. All this recent story has done is expose how profoundly deprioritised the Gaming GPU market has become, and therefore how much bigger the open goal is for AMD.
There will be plenty of time for hand-wringing and bed-wetting when an announcement is made and reviews are out.