From the episode

Patrick Mahomes just in the fact that his ADP has dropped every year for the last three years. But now – so our expectations for him are very low. He had the torn ACL and LCL, not placed on the pup, not going to see the rushing production from last year. That's the issue. Because last year so much of his fantasy production came from the running game.

STACKED’s take

Negative signalProjection

Mahomes' rushing production will vanish due to injury and Kenneth Walker; ninth-round price unjustified.

Mahomes' ADP has dropped every year for the last three years, falling from fifth round in 2025 to third round in 2024 to ninth round now. The source is not confident in his upside because his 2024 fantasy production was heavily dependent on rushing (he was on pace for over 500 rushing yards), which will vanish due to both his ACL/LCL injury and the addition of Kenneth Walker to the running game. His passing numbers are weak (256 yards, 1.6 passing touchdowns per game average), and removing the rushing production leaves him outside the top 12 quarterbacks. The source does not love the upside.

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