And on balance, it also can mean that they make connections and see truth where others only see the facade. Both statements can (and are true) because highly intelligent people are still just people. Some people’s “delusions” are absolutely correct, and others “facts” are nothing more than anecdotes told to convince themselves of what they want to believe.
Sounds more like “intelligence” isn’t the only defining metric for such behavior to occur in people, because that describes a lot of less intelligent people too. Though, I suspect highly intelligent people are at least somewhat more likely to end up on the “correct” side of the facts.