That is some very logical dot connecting right there that fits with Li's integrity and even bringing back TC who he can trust with the level of Confidentiality that is required by the whales and the things they MUST keep to themselves for as long as possible. Confidentiality is oftentimes the leverage that a small company needs for gaining tremendous advantages.
Forbes: based on EEC filings, completely new Apple Watch—GPS, 5G—-> Liquidmetal!!!!:
“Well, if there’s no new Apple Watch SE, the extra codes refer to a different Apple Watch which is exclusively available in GPS + Cellular, just as Stainless Steel and Edition Watches are available currently. Since we know the code doesn’t refer to metal, it must be some all-new Watch.”