From the video

Ray Davis is probably just an auto start if I had to imagine, but I would rather have Caleb Johnson if Caleb Johnson's out there. One, because we've seen James Cook be way more durable in the past than what we've had with Marshon Lloyd. And two, we know that James Cook is a very talented running back and there's frankly a 0% chance that Ray Davis can beat out James Cook.
STACKED’s take
Negative signalRole
Handcuff with no path to primary role; prefer Caleb Johnson.
Ray Davis is a handcuff to James Cook with limited standalone value. If Cook gets injured, Davis would be an auto-start, but the source prefers Caleb Johnson as a backup option because James Cook has proven durability and there's essentially 0% chance Davis could beat out Cook for the primary role.
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