This. Although I'd argue it's a spurious correlation -- I don't really "get" Facebook either, so it's hard for me to use it as a bellwether of being in-touch.
I think this is an instance of the broken clock rule. People had been throwing this rumor around for years. That he repeated it at some point before it actually happened (but got the timing wrong even with a big window) is unremarkable.
He predicted that Apple would switch to Itanium processors, they didn't, not even a little bit. This is as wrong as if he had predicted Apple would switch to ARM.
The fact that Apple would have to switch off of the Power architecture for its systems was pretty obvious at the time. The idea that they would switch to Intel processors was not guaranteed but pretty obvious (I predicted it), given Intel/AMD's production volumes and performance characteristics. The idea that they would switch to Itanium was based on false premises and never came to pass.
In a list of great predictions of our time, "There is no likelihood that Apple can be successful in [the mobile phone] business" has to be right up there.