I certainly can't read his mind, so let's say that your conjecture is reasonable. I think my overall argument is still sound, provided I rewrite the concluding sentence to read:

A major failure that can be reasonably attributed to his engaging in high-risk stock market manipulation while flouting prudent business practices such as retaining the right to perform due diligence will undermine his ability to move markets or sell products on the sheer strength of Musk being Musk.