O'Connor had finished 23rd on the only MTF before his time gain, Del Toro came 2nd on Friday. Not equivalent at all. To say nothing of the difference in remaining number of mountain stages.It was really the big narrative around O'Connor once he got 5 mintues advantage. He had won unless he had a bad day somewhere. Instead he just got dropped and lost 40s 5+ times because he was not one of the top climbers in the race.
Fundamentally, Del Toro should never be surrendering all of a 2:25 lead to Roglic between the TT and an attack on the stage 16 MTF. That means Roglic has to drop him on a climb that isn't a MTF. Which is the best thing about this route - even something I agree would normally be not that intimidating a time gap is likely enough to force people into needing long-range attacks.
I also don't think forum consensus was even remotely close to 'O'Connor is winning this unless he collapses badly' right after stage 6. In fact, I would say that the only stretch where more than the odd poster gave him any chance of pulling it off was between him losing no time on the queen stage and him bombing on the next mountain stage. But that's not the topical discussion.