I think this is right and I also think it's fairly unlikely there will be a major mistake. I think her campaign has been incredibly smart, including not doing press with a disingenuous media, which has really only downside (even if it's minor).
I do not expect a scandal as she has been running for office forever and the vetting has already occurred (unlike JD Vance). I think she needs to hold serve on the debate, but even if she doesn't do great, I don't think it really impacts her except on the margins for people who were most likely not going to vote for her anyway.
I do think it will get darker from the Trump side for the remainder of the cycle namely because nothing they are doing is sticking on her right now. She is brushing him off and not engaging directly with anything from him, which is his only hope.
If she pummels him in the debate, I think this thing is over, because A) he will melt down for the remainder of the cycle B) Early voting will be weeks after it and C) she will continue to pick up new voters.
My take: 25% chance Trump ekes out a win; 25% chance Harris ekes out a win; 50% chance Harris wins big.
This is not 2016 or 2020 - since then, Dobbs has been overturned, January 6th has occurred and despite polling, Trump's appeal has waned considerably and if you read through the focus group info, most people are just tired of his act and he really has no other game to play. The fact that both she and Walz have positive net favorability and both Trump and Vance are very net unpopular just furthers this.
I still stand by this months later, with maybe more a likelihood she wins big. We'll see after the election, but I think the polling is tighter than what will happen. Trump is physically and mentally crumbling, there is no GOTV infrastructure, he's running a right-wing online only campaign and he's relying on same store sales that wasn't enough the last time and has closed some of those stores since 2020 (defections to Harris, people tired of him, etc.)
I think the Trump "magic" myth is just that - he has a fervent base, but it's not enough and everything he and the campaign have done is repel non-base voters. The reasons I think this election is very, very different than 2016 & 2020 are Dobbs & Jan.6. I don't think people realize how much damage he did with a decent number of reliable Republican voters with January 6th - only MAGA is on board with that and Dobbs has really enraged and motivated women voters and younger voters. While I understand folks should not rely on the young vote, Harris's campaign is running the same playbook with them as Obama did (with Plouffe leading both) and they absolutely will be a factor in this election.
I understand the anxiety when folks see the polling, but polling is just one factor. The bad thing about 538 & Nate Silver is that it made polling seem like the only predictive metric and it's not the case. Small donor donations, GOTV and maturity of the campaign, money in the bank are also just as important. Harris is pummeling Trump on of those fronts.
I think polling will need to be treated differently going forward - there is so much different these days than traditional elections. National media doesn't matter nearly as much as it used to and my take is that polling is like that. I'm a baseball guy and I look at polling like Wins in pitching. It used to be the barometer of what made a good pitcher, but Wins were only one aspect and not necessarily predictive of the pitcher's effectiveness. WHIP, ERA, Batting Average against are equally, if not more important.
And definitely pay zero attention on the betting market as the Thiels of the world are simply throwing a ton of money in there to make it look like not only a Trump win, but a blowout. Like I said, everything in the campaign is a right-wing online only strategy.