Many of the people 'speculating' know an awful lot more about the programme than you will ever come close to being privy to; your bias towards the F35 doesn't validate your opinion either.
As has been pointed out to you before, the skeletal beginning of a training regime is by no means a guarantee of its success. What do you expect them to do? Sit around on their arses for 6 months as speculation continues, but no firm decision has been made?
It's plain to anyone who can add up that there is another restructuring coming for this thing.
There are some very knowledgeably guys here. However it isn't the ones quoting Wheeler, Sweetman or some out of the loop General or Politician.
It isn't the ones harbouring a delusional wish propagating the possibilityof the F-35b being cancelled or that a catobar carrier fitted the UK CONOPS.
I can't see the possibility of another USA restructure before LRIP 8 - 2016, when the proposed ramp-up starts. As has been said, the subs and F-35 are the priority procurement and will the last to get a funding cut.