I’m taking a backseat on this one, because I’m tired of the “ if variable A,B, and C change and do X,Y, and Z then the storm might hit!” Talk. It’s become exhausting. It’s not even about discussing what the model actually shows.
However, the all or nothing scenario seems most likely to me. It’s either going to phase and tuck, or miss the phase or phase too late and be way out to sea.