When there is a very verifiable report of actual M5 production in place, then the conjecture has a basis in hardware vs vaporware. A few prototype chips are not production.
The low ball of a 10% price increase across Apple's China made products due to tariffs may dampen purchase enthusiasm for those on the fringes watching their finances. All these current layoffs may reduce the numbers of buying public for non-necessities if there is a mortgage in the individuals life to have to pay......
Reading all this conjecture and "I wish Apple would" material is entertaining, though.