That's probably the "Godzilla Threshold"...
Took a bit to get home post flights but here now, time to explain my thought process.
So the main things grouping wise that people seem to think we need above all else are a dedicated psychic and a Teleporter. We have 6 candidates if we include Homer and Yara (those 2 + Soraia, Shelley, Song, and Cain).
We know Song isn't going either of these directions due to what he's inclined to and his initial low tolerance. Additionally, the thread seems pretty set against giving Cain 10 tolerance to make a Teleporter shine or make him the psychic. I'm reasonably certain that will be easier to push against the closer we get to the Moon River mission, but for now I'd say he's shelved for this.
This world is presuming we don't find the psychic with Invuln synergy in time for Yara and just give her a powerset with Invulnerable, otherwise we just give her that. Given Nox's Teleportation tag isn't a primary, any teleporter is building around Memoria, which is likely fairly expensive just so that we can try to focus the teleportation with other powers. Additionally given how powerful Teleportation is and Memoria was we likely want to make it a full 10 Potency option just so that we reap the benefits of a full power teleporter.
It may be possible to build a Memoria build with Steadfast that could work with Yara, but I kind of think that is leaving a bit on the table and potentially making the Teleportation more flat than it needs to be (Memoria/Hunch/Steadfast/+6 cost left)(Would be like Red Huntress, Ispy/Daggermaw/+1, or Chatroom/Daggermaw/+1 for the fill options. Nox builds aren't included since Shelley should imo always have a Nox build and Memoria + Steadfast doesn't leave space for Eastwood which is a mistake off the sheer synergy). These could work but value having the extra 2 points for finishing out a more aggressive build a lot given how much defense a flexible and fast Teleport should already provide, so I'd probably just slap the Whitebeard build on her and then put her on a team with fliers and/or Maddie.
Homer is always filling one of these two just due to being a 10 tolerance candidates without the major hangups ala Cain tbh (especially with how expensive teleporting or psychic synergies seem to be), though he's probably flexible on which. So we'd be looking at Shelley and Soraia to fill the remaining slot assuming Cain isn't on the table.
To build on earlier, Shelley being fairly high Esp and having the indicators that she was there to push the crowds earlier makes me feel that a Nox/Eastwood build core is very much playing into her strengths. If building into Memoria from there, Mr. Hunch is picked to round it out. My issue here is mainly I think a Nox/Memoria build can't afford Eastwood if trying to focus the power and I think Shelley really wants Eastwood so I'm not a fan here.
The Nox/Eastwood core also has double mental manipulation and arguably would be good for building into a psychic synergy potentially, where we need to dedicate 5 cost to Hunch + 1 of ispy/Chatroom (Memoria may have Clairvoyance but its very much secondary to the main power and could fall off). Would give 2 Mental Manipulation, 2 Clairvoyance, and a few random odds and ends which could fit a synergy in most worlds.
However, if less trying to go hard on a psychic synergy and more just wanting to make Nox's grabbag really good while having the two mental manipulation tags up in the air? Do the core and 5 cost of Steadfast, Daggermaw, Millions, Hunch, Soldier X, Multiplex depending on your poison. Daggermaw + Hunch gives a synergy while Daggermaw works well for Nox in general, Soldier X allows for Autobiokinesis with pretty much any combination of the 5, Multiplex works with Nox's size changing, and Millions provides Energy Manipulation + synergy with Eastwood. Its just a question of how hard of a push for a hard psychic synergy is needed.
Meanwhile Soraia has a set of stats which seem pretty well suited for being some form of backliner with okay base tolerance. Even just one Fast Pass gets her to 7 so she can reach high enough that tolerance isn't a problem, where the distinct backliner element should be perfect for a psychic. Its mostly a question of doing the initial raising and what psychic synergies we actually discover in practice.
So yeah, if the psychic with invuln synergy isn't found for Yara on time, I think there's a reasonable argument that we end up with Soraia
or Cain as our first/main psychic. I'm also gonna apologize for the formatting as I wrote this out on my phone lol.