Ok, I can't find fault in any of this. So, if I understand you, a theory of yours is they move for a last minute replacement?
They are making this up as they go along. As I said, I think there are plans and schemes going on but there is no unified mastermind working a plan. There are factions. One is Camp Obama, another is Camp Jill, another is the swamp that wants to hold on to their jobs and needs to have Joe there, another is Camp Newsom, then Camp Kamala. etc, etc.
This whole Joe thing rises and falls in waves. Joe goes in the toilet. Then he allegedly is resurrected by the State of the Union. Then Joes into the toilet and they put together the grand scheme "to just get Joe out there more" so they sent him around the country a bit. Then he is back in the toilet because that has not worked. Now the last wave is forming which is to put him out there for the debate. There is no resurrection after that. Even the dems know that, especially since they already have a bad, bad feeling in their gut.
So the little Elliot Wave scenario needs one more month to play out. One major thing to watch out for is whether they outright cancel the Dem Convention- as is being discussed in some circles and will probably happen. If it gets cancelled, that means all the DNC business starts taking place outside the convention with some simplified process. Read that to mean that all the planning and scheming will be concentrated out of sight and amongst a select few influences. Fertile ground for all sorts of shady outcomes.
There are plenty of plans floating about to try to move Kamala out too. Joe will be hard to move out. Kamala less so although that will be hard too. But people need to remain aware that the Prez and VP are voted upon and confirmed separately at the Convention (or alternate type convention). They are confirmed as a package deal. And if they orchestrate it right, it comes out without Kamala being confirmed, which gets Joe off the hook for dumping her. It would still be a disaster with blacks to do so, though. What a mess. But if the ones that want to move Joe out can't make it happen, they will want Kamala as the consolation prize. Newsom might like that plan too.