It all comes down to what US purchases on its first three turns. Unfortunately, the US3 purchase is unknown to Germany and Germany has to decide on its third turn to Sealion London or stage off Gibraltar for a KAF.
US places all units in the Pacific on US1 and US2, the door is open for KAF. US3 will only be able to field at best an AC with 2 fighters, 1 Cruiser and a scrambling Ftr in response to a staging off Gibraltar and will lose to an Italy3 and Germany4 strike on SZ101 and Eastern US. US can misplay this further by not flying fighters from the Pacific to Eastern US on US3 and make it easier to pull off.
If US Places an AC on US1, a Ftr on US2, and either 2 BB + 1 Ftr or an AC + 2 Ftr on US3 in SZ101, your in for a fight but its still winnable with 6 or so Trn with Inf/Art pairs. I’d say 75-25 in favor of the Axis.
If US Places an AC on US1, a Ftr on US2, places 3 inf on Eastern US on US3 and flies 2 fighters from the Pacific into Eastern US on US3 you are going to need 9-10 pairs of Inf/Art landing to take Eastern US and its around 60-40 in favor of the Axis.
US can play blocker with its cruiser, but the Italian fleet can clear that out for the G4 landing. However the German fleet is going to have to beef up a bit to handle multiple fighters and capital ships which = less transports.
Biggest issue is that G3 has no idea what US3 is going to see and do and it gives up a Sealion on London to try to pull it off. Relying on misplays is dangerous when looking at seasoned players, and its highly unlikely you’d pull it off more than once against the same opponent(s).