He looks perfectly rational to me; Maybe it’s rational under an angle that you don’t appreciate, but if, say, he was on your side, maybe you’d clap and say “What a great move! He’s excellent at strategy” to every turnaround he makes.

It isn't rational to say that FSD will be here in 12 months every year for 4+ years running nor is it rational to say that Starlink in Ukraine has never been jammed a few weeks after tweeting out that Starlink in Ukraine is being jammed but a software update fixed it.

It also wasn't rational when doing work covered by ITAR and other requirements to smoke something your most profitable client, the US Government, says you should not.