It's also interesting because in humans the existence of "Aha!" moments that are not preceded by or are only loosely related to a chain of thought is taken as the proof of the fundamental mystery and irreproducibility of human intelligence. Now the same argument is made to deny that LLMs actually think. Go figure.
That's my personal theory too. The model is stuffing its own context with vaguely related tokens, which helps the attention heads retrieve the right tokens.
I don't think there's anything like that going on. They just word vomit into a secondary area, and then there is an internal prompt that says "clean this up and summarize for the user".
The training methods try not to apply any particular rules to the contents of the thinking text. That's called "optimization pressure on CoT" and is thought to reduce safety by inducing the model to lie (or stop clearly printing its intentions) in the thinking text.