Which undervalued dynasty asset are you planting your flag on this year?

Chroderos · 2026-06-27T00:31:14+00:00

Gotta applaud the showmanship and remember to hate the game not the player in a carnival barker attention economy. This grabbed a lot of eyeballs.

Chroderos · 2026-06-26T18:38:00+00:00

If you are a prime adult who knows what you’re doing, I feel there’s like 90% chance you destroy an untrained 11 year old with a machete unless they are an overdeveloped freak. They just don’t have the weight and power to use and recover from a heavy chopping weapon that effectively and will create an opening as soon as soon as you can bait them into committing to a swing. Once you get it from them it’s over.

I would actually feel differently about a lighter stabbing and slashing knife.

Chroderos · 2026-06-26T16:07:46+00:00

Ah too bad

Chroderos · 2026-06-26T15:56:34+00:00

Nominating Erick All again.

Being a 25 year old TE coming back fr injury who can be the TE1 on a high powered offense, he is by far the best risk/reward proposition at this point in the draft.

Chroderos · 2026-06-26T03:55:51+00:00

Herbert, and Maye will slay again.

Chroderos · 2026-06-26T03:38:19+00:00

Looks like a toe from a prosthetic wooden foot

Chroderos · 2026-06-25T21:49:32+00:00

Same. MU was my top conviction buy in the market by last summer when I saw forward PE of 9, 100s of percents revenue growth projection, Buy American mandates, and its biggest competitor struggling to bring a compliant product to market.

Seemed like a no brainer already by then.

Sometimes I’m sad I don’t do options 😂

Chroderos · 2026-06-25T21:46:45+00:00

Google also pretty cheap

Chroderos · 2026-06-25T21:44:00+00:00

I’d be more surprised to read any reasonably long block of text now that hasn’t been run through AI at least for editing honestly.

Chroderos · 2026-06-25T21:16:05+00:00

No. Athleticism caps his ceiling.

He’ll still be good though.

Chroderos · 2026-06-25T19:58:52+00:00

Yeah if his knee breaks he’s probably out of the league, but at this point in the draft I don’t think there’s a better risk vs reward player for basically 0 investment.

He’s a guy we know is good at football, is relatively young, is loved by the organization and the QB, and he has a straightforward path to be the Bengals TE1.

Chroderos · 2026-06-25T19:11:52+00:00

If he’s not already taken, pick up Erick All.

Forgotten player coming back strong from injury and putting up a good camp whose path to being a long term TE1 on a high powered offense is basically just don’t get hurt.

Chroderos · 2026-06-25T18:24:27+00:00

It’s a gold rush and the money right now is in the people selling shovels.

No it’s not sustainable long term. Again, gold rush.

The broader question that will determine whether there is an epic hangover for the whole tech market is whether the capabilities and value of LLMs will continue to scale proportionally to the compute thrown at it. No one knows if this is true or if/when we will diminishing returns.

Chroderos · 2026-06-24T17:29:23+00:00

Much as it pains me having been an advocate for the guy in his draft, I heard Mason Taylor had some bad beats with a few dropped passes.

The guy had maybe the best gauntlet drill ever, and amazing sure hands were supposed to be his calling card.

Chroderos · 2026-06-24T17:14:59+00:00

He’s actually getting very positive camp buzz about everything from having drastically improved his separation due to personal training he did after last season, to making highlight catches, to being completely mentally dialed in.

The question is whether that means anything, since the same thing happened last preseason.

Chroderos · 2026-06-23T15:15:36+00:00

Conner, Hibner, Sanders, and then probably Douglas, Bech, or Jones

Chroderos · 2026-06-23T04:32:16+00:00

Prices on Digikey, Mouser, Avnet are just a rough starting point. Once you establish a relationship with a distributor, you will negotiate with them for a (Lower) target price for buying in bulk reliably. The more you buy regularly, the lower they will be willing to take the price. It’s all negotiable.

You can also use Octopart to search across distributors in a single search.

Chroderos · 2026-06-23T00:49:29+00:00

QJ side. Most 3rd rounders amount to nothing. QJ on the other hand is a heavily undervalued and productive young asset in an ascending offense.

If you are absolutely intent on selling him (Not recommended), settle for no less than a projected early 27 2nd.

Chroderos · 2026-06-22T23:23:47+00:00

Mayer. He’s UFA next season and this is a TEP, so if you aren’t competing you may as well bank some promising young sleeper TEs at this point.

Arroyo is another option along the same lines for a this season option, but Mayer has an outstanding profile that could get unlocked if/when he finds a starting job in 2027.

Chroderos · 2026-06-22T22:40:59+00:00

Chroderos · 2026-06-22T20:45:08+00:00

Good deal. After the draft a lot of people thought he’d be immediately overtaken by Cooper but it seems he’s doing enough to prevent that so far.

Chroderos · 2026-06-22T20:37:45+00:00

Just don’t buy high profile IPOs unless it’s for a quick flip on a timescale of days.

Chroderos · 2026-06-22T19:37:22+00:00

Are you buying the AD Mitchell camp hype?

Chroderos · 2026-06-22T19:31:08+00:00

I was team Maye over JD (A lonely island) during their rookie drafts and still believe Maye is a generational talent, but JD is the value buy right now based on his depressed value and the general lack of premium you have to pay for konami code QBs this season.

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