From the episode

I actually think he is a value, and I don't really mind taking him at ADP because I think it's totally fair at cost...it's honestly very tough to poke holes in Drake May as at least a top five quarterback in fantasy this season, which when you look at the ADP, like you said, I think that price is completely fair for him.

STACKED’s take

Positive signalValue

May's ADP is fair value for a top-five QB; no regression concerns warranted.

The source considers May a value at his current ADP and does not mind taking him at cost, viewing his pricing as completely fair for a top-five QB in fantasy this season despite earlier concerns about potential regression.

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