There's no doubt that the tide is shifting but when you look at districts like SC-05 or MT-AL it's clear that this has more to do with the national environment we're in than anything of a sunbelt or wealthy college educated whites trending Democrat.
The GOP rose from the dead after Obama's initial victory and claimed a ton of seats they hadn't held for a long time, many in over a century, and Democrats never got them back.
I just don't see why their inroads into suburbia are different, and only temporary. Especially after we are seeing the numbers stick so far. At the very least, right now, there is no good evidence to suggest one theory is more correct than the other, no?