This is mostly true, but there's nuance to that which I believe doesn't make Stream a "fully GPL compliant target for RHEL sources".
Some sources do not hit Stream in a way that makes it possible to rebuild a release of RHEL verbatim, and devs can and have reported issues with compiling against Stream for deployment to RHEL, especially for the latest versions, where Stream and RHEL are diverged for a time.
the fuss is when this whole arrangement goes to an outside party for contract: companies that indemnify their partners; that have compliance requirements by law; that sign contracts to provide service that have strict clauses, all need the commitment of strong contracts with their OS supplier. Those kinds of customers are exactly RHEL customers, in many cases.
I really think this is all due to the Rocky/NASA deal. Their sales team (IBM/RH) must have freaked out. If Rocky can put a deal like that together then so can Oracle.
I felt bad for Mike McGrath when I read his apologetics. The technical guy playing as a pawn in a proxy battle between salespeople and lawyers.
Some sources do not hit Stream in a way that makes it possible to rebuild a release of RHEL verbatim, and devs can and have reported issues with compiling against Stream for deployment to RHEL, especially for the latest versions, where Stream and RHEL are diverged for a time.