So I plan to post 3 theories this week that all tie together that really change the context of how we perceive certain characters, namely Helly, Milchick, and Cobel. This will be the shortest and focus on Helly.
So the theory is, in episode 5 of season 1, Helly had either a new consciousness added to her chip which was Gemma's, or her existing consciouness modified. You can see it when it happens. It is when Ms Casey finds Mark and Helly after they visited the goats. Watch Helly's eyes. She begins blinking rapidly. It is similar to the blinking we see when they are on the elevator. We also see Gemma blinking like this in Cold Harbor when Mark completes that file. Blinking suggests the chip has been modified. We also see Cobel watching them in the halls. I think she is the one that initiated this. She was the one who had asked Ms Casey to observe Helly R in MDR. I think this is a proximity based transfer, so she needed her close to complete the transfer. The difference in Helly before and after this incident is pretty dramatic. Prior to this, she had tried to kill herself and absolutely hated Mark. The very next scene we see them together is in the kitchenette in the next episode, and she is flirting with him, and their relationship escalates from there.
There are 3 quotes in the season 2 finale that in the context of the episode that seem on the surface to be rather benign, but I think were intended as clues to the viewer that Helly is indeed Gemma.
"I'm her, Mark"
When Helly says that, in context she is referring to Helly, but I think it is foreshadowing that we will ultimately learn that she has become Gemma. at least partially.
"I do not love my daughter"
One of the things that we learned about Gemma is that everyone loved her. Mark obviously loved her, Devon had a close attachment to her. If you have read "The You You Are", you also know that Ricken had a particular fondness for her. Dr Mauer falls for her and tells Drummond that she is easy to like. Mark tells Helly at the egg bar social that Helly is easy to pretend to care about, paralleling Mauer's comments about Gemma.
The next thing is the animated Kier after Helly completes her file. He tells her "I love you". What an odd thing to say! Does Kier tell Dylan he loves him? Then we have Jame telling Helly he doesn't love his daughter, but he does have a fondness for Helly. There is a lot of evidence that love transcends Severance. The fact that Jame has differing feelings for Helly may suggest that she really is a different person to him. It's also why Helena falls for Mark. If she has Gemma's consciousness on her chip, the love she has for Mark has permeated out to Helena.
"Meet you at the Equator"
Why is this a hint? The most consequential moment so far in the show, if this theory is true, is when Ms Casey comes to visit MDR. She walks into MDR at the exact midpoint of season 1. It happens in episode 5, the mid point episode, in the EXACT middle of the episode. I think the transfer began when she first walked in. It was disrupted when Mark spilled the coffee and Ms Casey left and Mark and Helly went for a walk. It completed once she found them, which is why Helly's eyelids start to flicker.
To be clear, I do not think Helly is necessarily Gemma. I think what may be more likely is Gemma's consciousness has been added to her chip, but that consciousness is not active. It does however bleed over and affect both her innie and outie, specifically the connection to Mark.
It is very clear that Mark perceptually is confusing Gemma and Helly. We see them flickering back and forth on the elevator in the season 2 opening montage. There are multiple occassions where Mark sees Gemma and Helly interchangeably, notably in Woe's Hollow, as well as when Reghabi floods his chip. Subconsciously, Mark perceives them the same.
I would argue that there may even be an active connection between Helly and Gemma. That might be why Helly is on the severed floor and has the same chip ID as Gemma. It is why when Gemma is asked about whether she would be more afraid of suffocating or drowning, she said drowning, and the woe meter pegged. Helly/Helena experienced both of those things, but the drowning happened after the active connection was established. The attempted hanging happened the episode prior to Ms Casey's visit to MDR. In the next post, I will talk about Cobel's motives. I don't think it was authorized by Lumon.