AJ can't just pick him apart like he did in the second Ruiz fight. Meaning that he will have to put himself in Francis' firing line to get shots off. Fury was able to avoid Francis' offense due to his reach and mobility. Also, AJ is terrible at fighting on the backfoot and we all know Ngannou walks anyone down.
I feel he is not lacking in confidence. He is not letting Francis get into his head. Often folks get knocked out when they underestimate their opponent. They are both thinking fighters. He is thinking long game vs short game. Should be interesting. Sometimes the one talking the most trash is the one that gets demolished in the end. Often the trash talker can back it up. I am awaiting to seeing the outcome.