he didn't flip on anything, people just assume that what he said is an os increase. What he actually said was that "it will not be surprising if the os is close to 950m, since thats why they raised the A/S for." Then he even elaborated after Wadi asked him further "Dont take anything about the O/S as positive or negative, I'm merely adjusting expectation." He may know about the O/S, he may not, but he said don't be so alarmed if the share count is a bit higher.
I guess idiots just want him to spell it out for them that the O/S will be XXX, which even if he knew he won't be able to say it.