keep in mind that there is a big difference between speculation and random nonsense FUD online. speculation is when you are analyzing the market, fundamentals,... and trying to find things that actually affected the market. everything else like the one he is talking about (someone moving large amounts of bitcoin around) is just bullshit there to scare newbies into selling their small amounts of bitcoins!
You make a valid point. There are clear distinctions between FUD and speculation but both do contribute to price fluctuations.