Yes, his sentence are arguable, make a claim that NFT project isnt a speculation and anothers are speculation is really strange. NFT projects rely on the NFT art which is very speculation if we talk about its price.
Maybe he's still very tired and lacks sleep, bro, so saying anything else is just temporary speculation for NFT, not speculation, even though everything in cryptocurrency can be speculated according to everyone's thoughts on this matter.
Its always speculative, if its stable then no one would trade it massively like this time. We like to be speculative in our ways, to getting profit from it.