No I didn't.
I'm mostly talking about arguments he's already good enough to challenge for the top 2. And all the W/kg people that will ignore a tailwind and perfect pacing certainly didn't help.
Right now I think he makes a clear case for 3rd best in certain stages, but I do think the caveat if he can do it in GTs applies a bit more to him than for other riders because this is the 2nd stage race in a row where he looks stronger early in the race than later in the race.
No RR. I don't think you are right in one thing. Certainly, there is a chance he was helped by a strong tailwind and a perfect leadout, however there is the time gap to other rivals and what he did in Pais Vasco (both stages 1 and 2) and Faun Ardenne Classic is something we never saw anyone doing, except Vingegaard, Pogacar and Remco. Since I believe Remco is cooked as a GT rider (I don't think he is stronger than Lipo these days), he is definitely the favorite to be third in July. We also need to look Vingegaard's performances in the Vuelta and I don't think he will be stronger in the TdF like Pogacar in 2024. So there are 3 reason that give Seixas a chance of getting a 2nd place (even if it's a small chance):
1 - Vingegaard doing the Giro before
2 - Seixas is improving and rising like a rocket
3 - he has been dominating races like Vingegaard (I'm sure he will do it again in the Dauphiné)
Is he very young? Yes. He lacks experience? Yes. Has he been weaker later in the race compared to eaely stages? Yes, however we should not forget he still has the race controlled, Lipo wasn't close to drop him (the same in Algarve with Ayuso. The typical "early peaker").
There is also the agressive way he has been racing in Pais Vasco. His performance dropprd just like Pogacar was almost dropped in Montjuic 2 years ago after doing the most dominant performance in a one week stage race.
Every thing points to a fantastic stage racer (in GTs too).