Calm Theory Anon, always showing up when we need you the most ❤️️

I've talked about this a lot, but I think there are a lot of smoke and mirrors going on. And I definitely agree with CTA, the patterns are patterning atp, and I don't think that is a coincidence 🤔

Everyone has been freaking out today about phone lockscreengate 2.0... My thoughts (all speculation of course):

That is L in some tropical beach area with a white tshirt (sound familiar to anyone? 🤔)... no one can convince me otherwise atp without more definitive proof. And that "enhanced" pic going around is NOT definitive proof that this ISN'T L and IS JD. Period. Also, it's impossible from the video the original pic derived from to get a SS that is clear and not blurry. So, we are basically going to see who we want to see in the pic.

There is a LOT more information that this pic is L based on the full picture of everything we have seen directly from L and N. And a LOT of evidence that N isn't comfortable with the Jakola narrative.

I don't think N wanted people to see her lockscreen, and this pic that very much looks like a "this is my man" pic, but it's out there now, so it is what it is.

Hellooooo, I know I have been a little MIA lately... needed a little break after the energy shift from the rollercoaster last week. But I am still here lol and I have been marinating on quite a few things the last couple of weeks. So below are my thoughts. As always, everything here are just my thoughts and speculation from the information I have seen. Others might interpret information differently, and that is fine. Note: This will be another one of my long posts lol

Let's start with the obvious. October was a ROLLERCOASTER. It started off soooo strong, and the closest I think we have ever come to L/N publicly announcing they are in a relationship. And THEN... It was just total whiplash the rest of the month. Not a fun feeling right?? And I think a lot of people have started to feel like they can't trust L/N and have sooooo many questions on why October went the way it did. I think a lot of people are also feeling very frustrated because we have gotten so many clues/crumbs/Easter Eggs that haven't really led anywhere. All your various feelings around everything lately are valid. But L/N are allowed to do what they want (obviously) and if crumbs/Easter Eggs are all they want/can show us rn, we have to accept that. October was a rough month for me as well on this ship, which is why I took a couple breaks. We have to remember that we choose to be on this ship, we don't HAVE to be. It's totally valid if you're feeling overwhelmed/not having fun on the ship anymore, you can always take a break and come back if/when you want to. WE DO NOT KNOW L/N. NONE OF US. These are celebrities whose lives are very different than ours (which I know is obvious, but I thought it was important to note). They are human though and allowed to be imperfect, and we get to choose how much energy we give to them. And I have said this multiple times, but they do not owe us anything, and DESERVE to have a private life. We have so many questions related to them, and the fact is, we are never going to have all the answers. And you know what, that is how it should be imo. We are not owed every little detail of their life, and honestly, we got lucky we even got crumbs. THEY DID NOT HAVE TO DO THAT. They will go public WHEN they want/can.

People have talked about this before, but we got an AMAZING tour from them and sooooo much content. SOOOO MUCH. And we got addicted, and then were were cut off cold turkey, and papgate was a total grenade that threw everything into chaos. However, L/N were OBVIOUSLY hiding behind their characters during the WT (no one can convince me otherwise). And we talk about blurred lines between them and their characters, but L/N ARE NOT Polin (although there are a lot of similarities with their stories). There were definitely blurred lines between them and their characters yes, but neither of them are their characters and are a lot more complex and complicated. Lastly, I think because we got soooo much content from them, and they were obviously using their own personal relationship/feelings for each other to promote their characters and the season, L/N kind of lost control of their public narrative related to their private lives. I think that, and leaving everything open to speculation (STILL), was their biggest mistake. But like I said, everything has to be on their own time, and they do have good teams to handle this stuff.

I think we all know this already, but in case it's not obvious... DM has a personal vendetta against N, they do not like her getting positive attention, and I can't stress this enough, THEY WANT HER TO FAIL. 1000%. I think there are a lot of complexities on why this is the case, but you can make your own conclusions on why this is happening. But it IS happening. And you should never get your information directly from DM. They are a sensationalist, tabloid blog. THEY ARE NOT A RELIABLE NEWS SOURCE. THAT IS A FACT.

This fandom has turned INCREDIBLY toxic, and most of the drama is coming from WITHIN the fandom and in-fighting. We don't have concrete answers about ANYTHING related to L/N's romantic lives. Shipping should be fun and low stakes, because ultimately, who they are dating doesn't REALLY matter. That is their personal life, and they are not defined by who they are dating. But like I just mentioned, I think L/N leaving the wolves to mass speculation was one of their biggest mistakes, and has now led the fandom to where it is and this mass speculation and interest in their dating lives, which is feeding the tabloid frenzy and rumors.

Alright, now that I got that out of the way, on to my thoughts on everything the last couple of months:

Firstly, I HIGHLY recommend, if you haven't already, reading through this entire post by @fiamat12. It is incredibly enlightening and well laid out! Couple things I want to add/note:

The paparazzi are a money hungry machine, constantly looking for opportunities that will get them the most money. Ethics... out the window. Ethics/respect doesn't get them money. As long as there is a demand for "candid" photos/videos of celebrities' private/personal lives, and unless laws/regulations significantly change around them, this industry will continue being this way. This means though that the material they circulate is not always what meets the eye. It is just a moment in time with very little context, and in general, a total violation of privacy. However, unfortunately, it is a beast celebrities have to navigate, and sometimes they play games with them to protect their privacy.

L has not been seen in real time (via paps or people in public) since Sorrento. THREE MONTHS. And although we joke that L has just been holed up in their house (yeah I said it), L has definitely been out in public living his life. And y'all, people WANT to see him. I know he doesn't stand out as much as N and can blend into the crowd more, but there is NO WAY no one has seen him in three months. There is some strategy in place here where he has been able to keep a VERY low profile, and I think some of these side characters are part of that strategy. And no one can convince me that his low profile has NOTHING to do with the fact that him and N are together.

2. Alright, side characters... let's first get to the A of it because it's pretty obvious to me. I'm going to keep this short. She plays games. This isn't new. There are VERY likely NDAs in place. This isn't new information either. And she LOVES attention by stirring the pot. Therefore, any time we give her any engagement, we are feeding the beast.

3. Onto JD... this post basically summarizes my thoughts. NOTHING about JD has been private. There isn't anything to protect there from the masses. IF JD (and I'm not saying he is) was her serious partner, there wouldn't be so many public games with the two of them. There are a lot of games, and if this was a serious relationship she wanted to protect, she wouldn't be throwing him and her to the wolves. She just wouldn't. But L... she doesn't mess around about him. Although L/N have given us crumbs, they have obviously not been totally honest about their private relationship with each other (which is totally valid), because there is a lot there they want to protect from the wolves.

4. So if you have made it this far, you can see there is a LOT going on, and it's complex. And although L/N have maybe not been totally honest about everything, they don't have to be and there are reasons. And that doesn't therefore mean they have been totally disingenuous about each other and aren't to be trusted. I personally don't think they have. However, they want to protect their privacy. Even though October was a rollercoaster, in no way do I believe L and N are hot and heavy with A or JD. There is just too much evidence to the contrary that L/N are in a serious relationship BTS, and likely have been for a while. Here are some of the reasons I have come to this conclusion:

THE RINGS (everything about them)

The photo of L in her house while she was getting ready with a ring on his ring finger (we can argue all we want, those are his hands and that pic was VERY intentional)

N's TIME article

The October 3rd and BRB story from L (HE HASN'T DONE ANYTHING LIKE THIS ON HIS PUBLIC ACCOUNT IN A LONGG TIME)

The coordinated travel posts from L/N when they were going to NY

Chaos week from N in early August (that was about L, no one can convince me otherwise)

BLESS THE TELEPHONE (That was how I knew they were together and had been for a while likely... can't exactly explain it)

TalkTalk, Juna

The recent Polin pic they BOTH shared to their stories (they were both really emotional looking (N was absolutely beaming and looked like she had tears in her eyes) and the pic was VERY interestingly cropped 🤔)

All the "boyfriend" pics of L on N's IG page (I did a whole post about this that you can find if you scroll through my page)

The Polaroid(s)

THE WHOLE WT (which is why a lot of us are still here despite all the noise and emotional whiplash)

And trust me, both L and N know what people are saying and how people are interpreting the information they are putting out to the public. THEY KNOW. So if there was NOTHING going on between them, that would have been corrected atp and they wouldn't have fed the flames. But it hasn't and they have... They'll go public when they are ready/can. Until then, we just have to sit back, relax, and wait and see how everything unfolds.

And THAT is where I am with everything atp. Of course, we're all going to interpret the same information we are seeing a little differently, which is fine. This is just my interpretation of the information.

Like my fav Lukolabrainrot I'm tooo not worried in the least by anything we have seen. When you're in love with someone you wanna show them off you wanna shout to the rooftops that you're with that person. You would talk about them nonstop. They would be in conversations that you have with other people. It's hard to keep it in when you truly love someone. That's a natural reaction to being in love with someone. The narratives that we see online Isn't always based on facts. It's based on peoples opinions. The facts are when you go on Luke or Nicola page who do you see besides themselves? On Nicola page you see Luke on Luke's page you see Nicola. You don't hide someone you love. You would talk about them in interviews randomly. You would post cute things they do. And you would definitely acknowledge they exist. Liking photo is a bare minimum that you do for people who are good friends. Hate is always going to come no one can stop it. If anything the more silent a star remains the more intense the hate gets. Again what are the facts? Nic post Luke and Luke post Nicola. Luke talked about Nic at jimmy Fallon and Nic talked Luke in time magazine. That my dears is the biggest signs of all. Those signs are what matter. One last thing I want to share my first lesson I learned in college. The Internet is a phenomenal tool for information. But you have to understand that anybody can put anything online. And people can manipulate photos. Photos can be taken out of context. My professors used to say if you're quoting something that you've seen online, you have to make sure that the source is a legitimate source. The source is credible. You can't site something as fact when the source isn't credible. Gossip sites. Aren't incredible source. In this situation the source would be Luke or Nic. The rest of the information isn't credible. So listen to what they're saying.

I know we are all having a lot of feelings about everything with JD and A this week. I've sat on everything this week and this is what I will say (and know that my feelings have not changed this week regarding Lukola). And these are just my thoughts and SPECULATION (but I feel pretty confident with them):

We don't know these people. They don't owe us anything. It is alright to feel frustrated (I know I have recently), but it is also important to use our critical thinking skills when consuming information that isn't coming DIRECTLY from L OR N.

We got an AMAZING WT from L/N, where a lot of us just fell in love with them and their connection. However, these are both grown adults in their 30s. IF they are with other people and there is NOTHING personal going on with L/N that they were/are trying to keep private, we wouldn't be seeing all these games. L and or N would have officially shut down rumors and come out with their respective partners at some point before now. They haven't. And therefore there is a reason everything has looked so weird since papgate...

And I believe one of the largest reasons is because of NDAs that are at play with A. Which leads us to her Spain carousel from today. Y'all, she has been sitting on these for a while. There is ZERO way for us to confirm when she was here, or if she was even there with L. Yes, that is probably the same balcony from the one he shared from his stories. Not denying that. But if she was REALLY with him as his "girlfriend" on this trip, you damn well know she would have shown that somehow. He's NOWHERE to be seen. Just like A was NOWHERE to be seen in his post or stories about the trip. She plays games and likes to stir the pot. THIS IS NOT NEW. We will most likely never be able to know who exactly was with L on this Spain trip and when he was there... But girlie pop has been sitting on these pics for a while, 100%. Why? Because I am almost certain this is her last direct tie to L, she saw that there was a lot of attention on N rn because of the JD stuff, and this was her bomb. I think L's NDA SM obligations are coming to an end this month, and she was trying to go out with a bang for the engagement (I don't think that is exactly what it did, but I am sure that was her goal). But if you still think L/A are super happy and serious from everything you've observed since papgate, then I don't know what to tell you. But NONE of this is a good indicator of a happy and healthy relationship when it comes to L/A.

I see so many people wondering ‘why can’t these 2 see they’re made for each other?’ And comments like ‘now that they’re back on set, hopefully they realize what they have had in front of them all along’.

Do these people seriously not see the writing on the wall? They don’t believe they have been together for a long time and that they’re now married?! If you choose to ignore everything else we’ve been shown and given, don’t ignore the rings!!

I just want to say everything about them being married is purely speculative atp. I will say the rings are RINGINGGG though for both L AND N, but until/if we get official confirmation, we just don't know for sure.

New article about them and their friendship posted yesterday. Thoughts?

Okay here are my thoughts:

l think this is just a continuation of the narrative push that has been happening since N's Time article came out.

There seems to be a need to correct the narrative from this summer. It got MESSY. Everyone put the narrative that they were dating other people this summer (when they weren't). If you don't believe that though, then I won't be able to change your mind. There has also been a lot of SM and SEO changes from both L/N's teams to try and publicly distance themselves from the side characters this summer. For a lot of different reasons though, L/N couldn't really start to publicly correct the narrative until now.

L/N have very likely been together for MONTHS atp, but for a lot of very valid reasons they didn't want to go public and wanted their privacy. However, the fandom has gotten SOOO toxic, and I think they are realizing that they will have a lot more power and privacy if they go public because then they can control the narrative.

Lastly, and please do your own research, but this article was mainly recycling information from May during the WT. I'm pretty certain this article had nothing to do with L/N's teams, and was created to generate clicks because there is a newfound interest again in L/N's relationship with each other. So it was just rehashing old information. I'm sure L/N's teams know this article is out there though, and I think generating this newfound interest in their relationship with each other is intentional as they prep to go public with their relationship.

Thank you Calm Theory Anon!!

I'm just going add a couple more of my thoughts about the last couple of weeks. Note: This is all SPECULATION from the evidence of the last couple of weeks. I feel pretty confident though in my theories. Heads up, this is going to be long:

I firmly believe L was with N in NYC. Did we see him... no. Did we see JD... yes. That's not new though, and signals to me there is nothing to hide there and keep private. We can argue all we want about the handholding video, it doesn't change my opinion. Was I caught off guard... yes, very much so. But it doesn't confirm anything (JUST LIKE PAPGATE DIDN'T ACTUALLY CONFIRM L/A WERE IN A RELATIONSHIP), and I feel more confident than ever that that is one of her closest FRIENDS. If you don't believe that though, I know I won't be able to convince you otherwise. People have also argued that there would have been a sighting (photo/video) of L in NY if he was there. Y'ALL, there were NUMEROUS unconfirmed "sightings" of L while they were in NY... from NY itself, to Cyprus, to Brighton, to Scotland, etc. We have had ZERO in real time photos or videos of him since Sorrento. There's a reason for that... the man is GOOD at being incognito (when he doesn't have people around him blowing up his location in real time). And he's DEFINITELY more famous in London. Period. So if he has been able to go incognito in London for two months, he can go incognito in NY for a week. I'm also going to say this. N stands out a lot more than L, and is a lot more recognizable. I think L can kind of blend into the crowd easier. AND DM just seems to HATE N. Lastly, L/N 100% coordinated those travel posts. They are BOTH smart people and know their fans. They wanted us to know they were in NY together. They wanted us to see that her claddagh is on her left hand now. They wanted us to see the pic of L in N's house while she was getting ready with a ring on his ring finger. They wanted us to see a red bag in the background of her hair product story (regardless if that was the same red bag from L's Brb story). These clues are not subtle. Like the fact is they are in a relationship, and personally, I think they have been for a whileeee. But there appears to be a certain subsection of this fandom that just refuses to listen to the public narrative that L/N have been putting out about each other. And this is how we ended up with the handholding video debacle. A lot of celebs never even give crumbs/clues about their relationship until they are officially public. L/N know their fandom though and knew we would have fun with it. We should consider ourselves very lucky that they catered to us this way. They didn't have to. I don't think they hate MOST of their fandom, but I do think there is a certain subsection of this fandom that has been VERY toxic and they are VERY frustrated with. Which is totally valid.

This leads me to L's story today with the Mayfair comment. The fact is is that there is a VERY good chance that pic was not taken in real time [please do your own research to know why]... I think the point was that he wanted to add to what N said at the Time Award this week and confirm that they are back in Bton mode. Doesn't confirm that they are back in London though. Could they be? Yes. Could they still be in the U.S.? Yes. I think he also wanted to follow up regarding A's SM blast yesterday and reiterate they are no longer connected despite the games she plays that I am almost certain is included in her NDA. He also turned off comments pretty quickly on this story. He hasn't done that at all this summer [I believe] with his stories or posts, despite the onslaught of hate he has received this summer on SM. I think him and N have been testing the water since August to gauge where the fandom was at with their feelings about them as a couple, and wanted to try and minimize the backlash they will receive when they go public. The fact is is that it is pretty common for celebrity couples to receive a certain amount of backlash when they go public (the amount is what varies depending on the situation). With THIS fandom though, and everything that has gone down publicly since the London premiere, there will 100% be backlash from some when L/N go public. I think the comments being off is because L is setting the stage to announce their relationship, and let the cards fall as they may. And comments will be turned OFF. L/N will probably have a certain amount of hate sent to them for a few weeks, as well as adjacent people in their life, but people will get over it. I could be wrong of course, but I have a very strong feeling that they are setting the stage to just announce their relationship. I originally had the expectation that they were planning to go public at some point in NY, but I think what was my own lack of patience more than anything lol I think it was just setting the stage for a public announcement that wouldn't overshadow her accomplishment after they get back from NY. But he wanted people to know (who were paying attention) that he was with her and supporting her during this big moment (even if we weren't going to see them together). I am going to say this one more time. We can argue all we want about the coordinated travel posts, and project out whatever narrative makes us feel better and ease our anxieties. The fact is L/N aren't stupid. They know their fans. They coordinated those posts. They wanted us to know they were in NY together. They wanted us to see the rings. Because they are in a relationship. Period. No one can convince me otherwise atp.

This brings me to my last point... the handholding debacle. N lost control of her public narrative with that. It's just a fact. Her privacy was also violated. Also a fact. I don't believe she was as well prepared as she should have been for the amount of attention she was going to receive in NY, or the frenzy around her and JD. This had to have been a difficult experience for her and everyone involved. Unfortunately, I believe a lot of the interest in a particular group of the fandom has been almost solely on trying to prove that N is in a relationship. She is not defined by who she is dating. L is not defined by who he is dating. No one is defined by who they are dating. So I think N responded impulsively because she was fed up with all of this speculation about who she is dating (when I feel like she has made it pretty clear what is going on for her in that department) and the invasion of her privacy. This is also why I believe it was very strategically planned for neither L NOR JD to interact with her Time post for a while. BECAUSE THAT AWARD WAS ALL ABOUT HER AND HER ACCOMPLISHMENT. It wasn't about them. And eventually L did like it... he was literally with her though the whole trip y'all. Sure he congratulated her in person 😉 And he made sure to put the like so people wouldn't flip out and start spewing that they are beefing and hated each other and whatever other misinformation people would have come up with if he hadn't have liked her post. I think it is also strategic that JD hasn't liked her post yet, because I think he is trying to publicly distance himself from the narrative that was spewed about him and N last weekend. I bet he has also privately congratulated N though as well!

I definitely understand, last weekend was a MAJOR whiplash of emotions. However, I feel like a lot of this fandom reacts emotionally before having all the information (I know I am guilty of that as well sometimes). That is why I took a little break this week from the blog, because I was having a lot of emotions and didn't have enough information at the time to really understand what was going on. I also think there are a lot of narratives put out there in this fandom that are put forth as facts, without a lot of evidence backing it up. And it has turned really toxic in some spheres and led to troubling behavior (ex: the handholding video). I mentioned that I do think N wasn't as prepared as she should have been for the attention she was going to receive in NY (and the coordinated travel posts announcing L/N were going to NY probably didn't help the frenzy), but that behavior from the fan was troubling and not alright.

These are human beings, their lives are messy and complicated just like everyone else's. We also don't actually know these people, and I think we have a lot of questions still, and get anxious that we aren't interpreting information correctly. I have mentioned this before, but I am a VERY jaded person when it comes to the human species. I truly think L/N seem to be very kind and genuine people though, and I don't think they would do a bunch of things just to f*ck with their fans (although they have LOTS of reasons to be upset at some of this fandom). If the dating rumors were totally false, they wouldn't have started feeding into it again in August and would have officially corrected the narrative after the 90 days were over. That isn't what they did though. They both have good teams behind them, and they have a plan for how they want to go public with their relationship. They have been setting the stage for a while. We just have to be patient. It seems to be coming very soon though with the recent moves online and on SM from L/N. And tbh, if you have really been paying attention, L/N have been telling us they are in a relationship for a whileeee. It's pretty obvious to me (IMO).

Many of them come from secondary sources, but I found these nuggets too hard to ignore. So here it goes:

8/22 N shares Polin photo. My interpretation of this photo is that this is the pivotal scene where Colin reads her letters and starts to forgive her. Penelope professes her love for him later that day. I think this particular photo was to signal they had worked out their differences and were together. I most definitely could be wrong, but I took it as a positive sign.

(I think 8/22/since deleted) JVN shares TT song and dance to Oh Happy Day. Well that's suspicious...

8/28 N and JVN like Evan Ross Katz Insta post about Catherine O'Hara meeting her husband on set and being married for 32 years. Hmmm?

8/28 Bridgerton Netflix drops the cute Lukola-coded media video on Insta.

8/29-8/30 I saw maybe 3-4 random comments on a few Insta and TT posts mentioning Cabo. In fact, there was a comment on L's Spain post up until recently that said "do Cabo next." So weird and probably not true, but I couldn't stop thinking about Cabo.

8/30 JVN posts the song "They Went for the Gun" from the musical Chicago to TT. I kept thinking what an odd song choice when talking about your remote work team. If you're a musical fan, you know that this is the routine where Richard Gere performs the puppet dance number with Renee Zellweger. The song is about convincing the media to buy in to your narrative by turning them into your puppets. I thought this could be about the JD photo gate distraction or maybe L/N were getting married and they wanted us to think otherwise? Or, this could mean absolutely nothing, lol.

8/31 This is the morning we all saw the JD in the ocean/pool story. OMG everyone panic - he's in Malta with N! I wonder if JD was excited to be on vacation and accidentally posted the pic to Insta and that set off the whole day of possible distractions? Right after, JVN posts a we're home and here's a garden update story. (I almost always wonder if his garden updates are jokingly about L/N status.) Maybe it was previously recorded, and he used it to possibly provide cover for JD's slip-up?

I know my theory is off the rails, but I kind of like the possibility of it. Maybe L/N went to Cabo for a long weekend wedding around 8/30-9/1 with just a few close friends and family? You know JD and JVN would be there. I'm not one of those photo date, location and time truthers. It seems like that is never accurate. The previously mentioned JD photo looked like a pool to me, and it reminded me of this deep blue-colored one that is at the One & Only Palmilla in Cabo. This resort has been featured on many episodes of Real Housewives and N loves that show. I also thought the Insta story from N's work colleague in Malta would be really thoughtless and unprofessional if she was actually there at that exact time. I hope it was an intentional misdirect.

8-31 Days before Chupi has been teasing their new Future Awaits Diamond Arrow eternity band. They have posts pairing it with the Claddagh ring. They release it early on this date. It looks very similar to the one N is wearing in her Polin post from 6/11/21. Maybe it's her new wedding band and she's already married? Squee!

Anyway, this is crazy delusional but it was fun to think they might have been breadcrumbs. Maybe L/N got married quietly in Galway(because she'd definitely want her mother there and her Irish roots/traditons are important to her, and now L) Spain when no one was suspecting it. Regardless, I hope Netflix paid for the wedding if there was one. Thanks so much for letting me share. I hope we find out soon! The rings are still the biggest clues of all. 🥰💍👀

This is all speculation... but interesting theories...

I don't think they are already married, but what does everyone else think?

1. She seems to have started posting again on TT where at least 3 dance videos were uploaded in the last 2 days.

2. There is a TT account dedicated to A that has been posting old videos of her. For some reason I think it is a burner account for A. She gets plausible deniability in case something is posted to that account that violates her NDA. There is a similar fan account on Instagram that I believe belongs to her as well. This girl is really sneaky so I am not putting anything pass her.

3. I am surprised she did not post her latest Italian Rivera photo shoot to her Instagram. The photos are only posted to the photographer’s Instagram page. There could be a few reasons why she has not uploaded. The first being the photographer owns the pictures and will not allow it. Secondly, she may be a bit embarrassed from the last round of photos where it took Luke over 10 hours to like even after the story. I believe it was strategic on his part to hold off on liking it for as long as possible to be petty. That was not a good look for her because she is aware that she is no longer able to trick the fans into believing they are still together. Think about her last trick which was to post that manipulated Spain pic to her story with all that flash in background.

4. Her last story she posted to instagram was really lame and was not worthy of a conversation. She has run out of content as it relates to the L and N saga. This shows she has no substance and needs to go back and reevaluate how she wants to present herself on sm. The lesson for her is that taking shortcuts and piggybacking off other people’s hard work may get you there fast but it will not keep you there.

5. Based on all the noise on sm, L and N may be launching sooner than expected. I would not be surprised if is October 1st to coincide with L’s obligation to A under the NDA.

All of the above is speculative but one can be hopeful and delulu.

Eager to hear your thoughts.

Interesting theories... don't agree with all of them BUT I definitely think that NDAs are at play. I just don't know enough about NDAs to have a good enough idea if it seems like A's NDA is coming to an end soon.