Aassuming that two things are explicitly unrelated until proven...

Aassuming that two things are explicitly unrelated until proven that they are is the null hypothesis.
Nobody else actually needs to prove it to you, it's up to you to disprove it (with hard evidence or data) or accept it.

Randoms on stock forums who are impressed by a suit talking around a few PowerPoints and their "hours of research" (as you put it) rewatching the same video several times hoping for new information are the last people you should be expecting valuable insights from though - the barriers to entry are so low, even you've been allowed in.