The most likely theory is still just that, a theory.
With great credibility comes great responsibility. Many people will read this and other stories as fact. It’s been an issue since the dawn of man, but with the reach a single voice has today, it has far more impact.
I had read a comment on HN once that said a course on critical thinking ought to be mandatory in school. I agree with that more and more.
I also think an author with this degree of influence ought to include a disclaimer reminding people to think critically about what is the truth and what could be the truth. A warning before using these words in anger would be the right thing to do.
He could also have a source who fabricated the entire story.
Even if he did have a source or sources, the level of detail is astonishing. The source or sources would have needed to be omnipresent across multiple agencies and government offices. That alone seems improbable.
The importance of this story is at Bay of Tonkin or WMD levels. At that level, credibility is not sufficient without sufficient evidence.