This is Cahaly’s breakdown: He believes Trump will win North Carolina and Florida and discounts Biden’s chances in Georgia because the Republican-base vote is too big there (the same is true in Texas).

As for Arizona, “I think Trump has the lead,” Cahaly says. “I think [Republican senator Martha] McSally has some ground to make up. I see her about five points behind Trump, but I think Trump will probably win the state. And win it by a couple of points or more. And if he wins it big enough, McSally has a shot.”

Trump isn’t there yet in Pennsylvania, according to Cahaly. “Right now, we’ve got him down in Pennsylvania,” he says, “I think if it were held today, the undecided would break toward Trump and there’d be some hidden vote. He’d probably win Pennsylvania. But I’m going to give a caveat on only Pennsylvania. I believe Pennsylvania to be the No. 1 state that Trump could win and have stolen due to voter fraud.”

In Michigan, Trafalgar has Trump ahead. “I think he will win Michigan,” Cahaly says, citing fear of the Democratic economic agenda.