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Ryan Clark: “If Caleb Williams doesn’t play well he’s gonna get the Anthony Richardson treatment.” Richardson last year: 1,814 yds 8 TDs 12 INT 61 rating 47% completion. Williams: 3,541 yds 20 TDs 5 INT 88 rating 62.5% completions. These guys aren’t the same. #DaBears #Bears

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Clay Harbor

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645,594 просмотров • 1 год назад •via X (Twitter)

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Matt Stafford has a 125.4 passer rating with 32 TDs and an INT when facing the blitz. He also doesn’t turn the ball over he set a record with 28 consecutive TD passes without an INT earlier this year. Gonna be a TOUGH task for the Bears D. #DaBears
1:38

Matt Stafford has a 125.4 passer rating with 32 TDs and an INT when facing the blitz. He also doesn’t turn the ball over he set a record with 28 consecutive TD passes without an INT earlier this year. Gonna be a TOUGH task for the Bears D. #DaBears

Clay Harbor

32,930 просмотров • 7 месяцев назад

I think Caleb Williams is gonna have a very good year this year but saying he’s better than Lamar Jackson right now is a step too far. I love Caleb’s future. He has top-three talent and could become one of the league’s best under Ben. But right now, Lamar is the better QB by a wide margin. He’s a two-time MVP, owns a 76-31 record as a starter, has 222 total touchdowns, the most rushing yards by a QB in NFL history, and even in an injury-affected 2025 season still posted a 103.8 passer rating while ranking near the top of the NFL in yards per attempt. Caleb has the tools. Lamar has the résumé, production, consistency, and accolades. Projecting Caleb into the elite tier is fair. Ranking him ahead of Lamar isn’t. Potential doesn’t outweigh proven excellence. Will Caleb be a top 3 QB this year? #DaBears #Bears #ChicagoBears
2:59

I think Caleb Williams is gonna have a very good year this year but saying he’s better than Lamar Jackson right now is a step too far. I love Caleb’s future. He has top-three talent and could become one of the league’s best under Ben. But right now, Lamar is the better QB by a wide margin. He’s a two-time MVP, owns a 76-31 record as a starter, has 222 total touchdowns, the most rushing yards by a QB in NFL history, and even in an injury-affected 2025 season still posted a 103.8 passer rating while ranking near the top of the NFL in yards per attempt. Caleb has the tools. Lamar has the résumé, production, consistency, and accolades. Projecting Caleb into the elite tier is fair. Ranking him ahead of Lamar isn’t. Potential doesn’t outweigh proven excellence. Will Caleb be a top 3 QB this year? #DaBears #Bears #ChicagoBears

Clay Harbor

16,141 просмотров • 1 месяц назад

Dan Orlovsky said the Bears least proven WR room in the NFL bc last year they had nobody top 70 in catches or top 50 in yards. He said the group is gonna have to improve or the Bears offense isn’t gonna be what people expect it to be. I think Dan Orlovsky does a great job, but this is where the spreadsheet misses the football. Yes, the Bears WR room is young. Using raw career catches and yards to call it a weakness is shortsighted. Rome Odunze missed 5 games and still finished with 44 catches 661 yards and six TDs. Luther Burden missed 2 games but if you watched the Bears you know his production was the tale of two seasons. He went from 24.4 YPG in his first 7 games to 60.1 over his final 8 which is a 1,022-yard pace. He also finished 3rd in the league in yards per route run. And if we’re evaluating weapons leaving out Colston Loveland is unfair. From Week 9 on, he had 47 catches 597 yards and 6 TDs. Those 597 yards ranked 2nd among all TEs. He then added 193 yards in 2 playoff games. They might be inexperienced but they’re not lacking talent. I think the pass-catching group as a whole is a strength of this roster. #DaBears #Bears
1:16

Dan Orlovsky said the Bears least proven WR room in the NFL bc last year they had nobody top 70 in catches or top 50 in yards. He said the group is gonna have to improve or the Bears offense isn’t gonna be what people expect it to be. I think Dan Orlovsky does a great job, but this is where the spreadsheet misses the football. Yes, the Bears WR room is young. Using raw career catches and yards to call it a weakness is shortsighted. Rome Odunze missed 5 games and still finished with 44 catches 661 yards and six TDs. Luther Burden missed 2 games but if you watched the Bears you know his production was the tale of two seasons. He went from 24.4 YPG in his first 7 games to 60.1 over his final 8 which is a 1,022-yard pace. He also finished 3rd in the league in yards per route run. And if we’re evaluating weapons leaving out Colston Loveland is unfair. From Week 9 on, he had 47 catches 597 yards and 6 TDs. Those 597 yards ranked 2nd among all TEs. He then added 193 yards in 2 playoff games. They might be inexperienced but they’re not lacking talent. I think the pass-catching group as a whole is a strength of this roster. #DaBears #Bears

Clay Harbor

173,140 просмотров • 15 дней назад

“Jayden Daniels is CJ Strouding Caleb Williams!!!” FULL STOP. This isn’t Jayden Daniels vs Caleb Williams. It’s a battle of expectations. When you give a player Three #1 WRs, a dynamic running back, a #1 TE, a defense everyone expects to be top 10 and the Bears barely missed the playoffs last year, expectations are going to be HIGH. I tried to warn everyone of that in the offseason about Chicago. But stay with me. Now Chicago is sitting at 1-2 and some people are panicking because Caleb Williams has played like a rookie. Caleb will be fine, but the expectations are weighing on that entire team. Jayden Daniels and Washington have expectations for themselves, but no one gave them a chance to win against the Bengals except myself and true Washington Commanders fans. Everyone said Chicago was the better destination in the offseason. And when I said Washington was a better situation for a young QB because of the stability of the ownership, GM, Head Coach, OC and veteran pieces it pissed off a lot of people. “How could he say that?” “Chicago has the best personnel a rookie QB has ever had coming into the NFL.” I said it because I know first hand the importance of the environment to a young QBs success. In Chicago, there are a lot of clinched butts walking around because they know how much money they spent to improve their roster and they can’t have the same result or worse than last year. It also doesn’t help that the QB they traded away for a bag of layaway chips in Justin Fields has led the Pittsburgh Steelers to a 3-0 record. In Washington, Jayden Daniels has taken a team with no expectations to a 2-1 record with a SENSATIONAL performance in front of the entire football world. 91.3 % completion percentage, which is the HIGHEST EVER for a Rookie in NFL History. More total Touchdowns than incompletions against the Bengals. Washington sees Jayden Daniels and gets an overwhelming feeling of hope. Chicago sees Caleb Williams and gets an overwhelming feeling of panic. Not JUST because the players’ play. But because of the expectations of the team. It’s still early in the season. And a lot can change in a matter of weeks. But the expectation for both teams is still the same. Washington has a chance to beat anyone when Jayden Daniels plays dang near perfect like he did against the Bengals. No one is all of a sudden picking them to win the Super Bowl, make the playoffs or win their division. But for them that doesn’t matter. They needed to find their Franchise Qb and in 3 weeks they did just that. Chicago made the moves they did not to find their franchise QB and give him time to develop. They did it because they believed Caleb Williams is already that guy and could get them there this year better than Justin Fields could. The pressure is on just 3 weeks in. Some people picked them to win the Super Bowl. Some picked them to win their division. Most picked them to at least make the playoffs. EXPECTATIONS were and still are high for them. Caleb Williams played terrible against the Tennessee Titans and the team won the game because of special teams and defense. The Bears are ready to win now. They are just putting everything on their young QB’s arm to get it done. The Commanders can win now, but aren’t asking the World of Jayden Daniels. He is just giving it to them. Expectations shape the narrative. Don’t worry. There’s still a lot of story to tell.
2:47

“Jayden Daniels is CJ Strouding Caleb Williams!!!” FULL STOP. This isn’t Jayden Daniels vs Caleb Williams. It’s a battle of expectations. When you give a player Three #1 WRs, a dynamic running back, a #1 TE, a defense everyone expects to be top 10 and the Bears barely missed the playoffs last year, expectations are going to be HIGH. I tried to warn everyone of that in the offseason about Chicago. But stay with me. Now Chicago is sitting at 1-2 and some people are panicking because Caleb Williams has played like a rookie. Caleb will be fine, but the expectations are weighing on that entire team. Jayden Daniels and Washington have expectations for themselves, but no one gave them a chance to win against the Bengals except myself and true Washington Commanders fans. Everyone said Chicago was the better destination in the offseason. And when I said Washington was a better situation for a young QB because of the stability of the ownership, GM, Head Coach, OC and veteran pieces it pissed off a lot of people. “How could he say that?” “Chicago has the best personnel a rookie QB has ever had coming into the NFL.” I said it because I know first hand the importance of the environment to a young QBs success. In Chicago, there are a lot of clinched butts walking around because they know how much money they spent to improve their roster and they can’t have the same result or worse than last year. It also doesn’t help that the QB they traded away for a bag of layaway chips in Justin Fields has led the Pittsburgh Steelers to a 3-0 record. In Washington, Jayden Daniels has taken a team with no expectations to a 2-1 record with a SENSATIONAL performance in front of the entire football world. 91.3 % completion percentage, which is the HIGHEST EVER for a Rookie in NFL History. More total Touchdowns than incompletions against the Bengals. Washington sees Jayden Daniels and gets an overwhelming feeling of hope. Chicago sees Caleb Williams and gets an overwhelming feeling of panic. Not JUST because the players’ play. But because of the expectations of the team. It’s still early in the season. And a lot can change in a matter of weeks. But the expectation for both teams is still the same. Washington has a chance to beat anyone when Jayden Daniels plays dang near perfect like he did against the Bengals. No one is all of a sudden picking them to win the Super Bowl, make the playoffs or win their division. But for them that doesn’t matter. They needed to find their Franchise Qb and in 3 weeks they did just that. Chicago made the moves they did not to find their franchise QB and give him time to develop. They did it because they believed Caleb Williams is already that guy and could get them there this year better than Justin Fields could. The pressure is on just 3 weeks in. Some people picked them to win the Super Bowl. Some picked them to win their division. Most picked them to at least make the playoffs. EXPECTATIONS were and still are high for them. Caleb Williams played terrible against the Tennessee Titans and the team won the game because of special teams and defense. The Bears are ready to win now. They are just putting everything on their young QB’s arm to get it done. The Commanders can win now, but aren’t asking the World of Jayden Daniels. He is just giving it to them. Expectations shape the narrative. Don’t worry. There’s still a lot of story to tell.

Robert Griffin III

744,023 просмотров • 1 год назад

Just a two-star recruit out of Miami, FL, Fernando Mendoza was initially slated to go Yale before switching late to Cal. And after an 8-game starting season in 2023, he emerged as a bonafide NFL QB prospect during the 2024 season. And he enters the Big Ten (now at Indiana Football) and the 2025 #NFLDraft process as a QB Draft fans need to get to know: I’d bet on his continued ascent up boards over the next 10 months. Mendoza’s film last year has a LOT to be excited about, from his pocket navigation, deep ball placement, and high release point allowing him to pinpoint at all three levels with control. But what really jumps out in studying Mendoza: his toughness. He faced ample pressure last year and was as good as any quarterback with pressure in his face and finishing through contact as a passer. On plays where he had less than 2.5 seconds to throw, Mendoza was top-5 in the FBS last year in Completion % (min 250 attempts), behind players like Cam Ward and Shedeur Sanders. As you can see in the plays below, Mendoza has the size/arm talent to complete passes with rushers muddying the pocket and/or hitting him, and the rare placement and control to complete those passes at a high level He’s one of just seven FBS returning starters who faced pressure on 170+ snaps. The QB he’s replacing, Kurtis Rourke, faced pressure on a little less than half of Mendoza’s. Plus, Rourke was among the best in the country on play action last year in the Indiana offense, and Mendoza should benefit greatly: he had a 98.2 QB rating in play action passes last year. If you haven’t get, it’s time to get to know Fernando Mendoza. He’s the next surprising rising QB who crashes the early part of the draft. 👀 #ShrineBowlWhosNext East-West Shrine Bowl
0:14

Just a two-star recruit out of Miami, FL, Fernando Mendoza was initially slated to go Yale before switching late to Cal. And after an 8-game starting season in 2023, he emerged as a bonafide NFL QB prospect during the 2024 season. And he enters the Big Ten (now at Indiana Football) and the 2025 #NFLDraft process as a QB Draft fans need to get to know: I’d bet on his continued ascent up boards over the next 10 months. Mendoza’s film last year has a LOT to be excited about, from his pocket navigation, deep ball placement, and high release point allowing him to pinpoint at all three levels with control. But what really jumps out in studying Mendoza: his toughness. He faced ample pressure last year and was as good as any quarterback with pressure in his face and finishing through contact as a passer. On plays where he had less than 2.5 seconds to throw, Mendoza was top-5 in the FBS last year in Completion % (min 250 attempts), behind players like Cam Ward and Shedeur Sanders. As you can see in the plays below, Mendoza has the size/arm talent to complete passes with rushers muddying the pocket and/or hitting him, and the rare placement and control to complete those passes at a high level He’s one of just seven FBS returning starters who faced pressure on 170+ snaps. The QB he’s replacing, Kurtis Rourke, faced pressure on a little less than half of Mendoza’s. Plus, Rourke was among the best in the country on play action last year in the Indiana offense, and Mendoza should benefit greatly: he had a 98.2 QB rating in play action passes last year. If you haven’t get, it’s time to get to know Fernando Mendoza. He’s the next surprising rising QB who crashes the early part of the draft. 👀 #ShrineBowlWhosNext East-West Shrine Bowl

Eric Galko

53,940 просмотров • 1 год назад

Chicago Bears: The Deep Ball Façade As a Chicago Bears truther, I gotta keep it 💯 There are many Bears fans posting “Amazing” out of the pocket deep ball highlights of Caleb Williams Obviously, we don’t see those kinds of throws everyday. It’s insane!! But deep ball playmaking isn’t new to Chicago. Nor is it the focal point of Ben Johnson’s offense. If the Bears are going to be great, we have to become more efficient from the pocket. Pass percentage must go up, time in pocket must come down. Living outside the pocket will hinder our ability to be efficient and to win a Super Bowl #1 Deep Ball was always there Justin Fields in 2023 had one of the most efficient deep balls in the league. Not only that, the majority of his deep balls came from the pocket which is what you want from your QB. As good as the Bears were as a whole last year, the deep ball was far more efficient in 2023. But living on the deep ball and living out the pocket comes with limitations. We have to focus on the fundamentals #2 Ben Johnson is the catalyst Similar to 2023, Bears offense in 2024 had explosive plays followed by inconsistent offense and inept situational football by the head coach Poor offensive line, poor offensive scheme, and inept head coach were the core issues. Ryan Poles thought QB was the main issue and then 2024 happened. We learned quick that it takes more than a talented QB to win football games. Ben Johnson has alleviated all of those concerns. He has made Bears offensive line the focal point! His scheme has been top of the league since he became OC in Detroit. And his situational football awareness far superior than Eberflus. Bears fans must recognize that Ben Johnson is the catalyst of the Bears offensive turnaround, and team success. Now give him what he needs! He wants 3 tight ends? Give it to him He wants more Luther Burden? Give it to him He wants more efficiency out of his QB? Let’s make that the focal point.. #3 Ben Johnson needs a point guard at QB Efficiency in the pocket, time to throw, and passing EPA are far more important to Ben Johnson’s offense than out of pocket deep balls. We need Caleb to be that killer still, but it’s the fundamentals that will allow Bears to take the next step. This offense doesn’t need a Michael Jordan at QB. Ben Johnson would much rather have an Isiah Thomas at QB because this offense has enough Bad Boys to get the job done. Feed the WRs! Get the ball out of your hands quicker! Allow deep ball to be the counter punch of the offense. #4 It’s all there.. The pre-snap awareness, post snap awareness, efficiency from pocket, and pass velocity all scream franchise QB. When you look at Caleb Williams in the pocket on short to intermediate passes, it looks effortless. The ball leaves his hand lightning quick, it’s placed where it’s supposed to be, and WR is able to make a play after the catch. We have to see more of this and it starts now. CW has to trust Ben Johnson’s offense and his WRs more. Conclusion: If we wanted a QB to scramble and throw deep balls, Justin Fields would still be a Chicago Bear What makes Caleb unique, is that he can be a hunter down the field but also has the upside to be a Drew Brees type of QB in the pocket. I rather see more clips of Caleb playing in rhythm and in the pocket , than deep bombs out the pocket. There will be struggles, but that’s ok. I much rather see our QB struggle making the right throws in OTAs than masking it with his gift as an out the pocket thrower.
6:02

Chicago Bears: The Deep Ball Façade As a Chicago Bears truther, I gotta keep it 💯 There are many Bears fans posting “Amazing” out of the pocket deep ball highlights of Caleb Williams Obviously, we don’t see those kinds of throws everyday. It’s insane!! But deep ball playmaking isn’t new to Chicago. Nor is it the focal point of Ben Johnson’s offense. If the Bears are going to be great, we have to become more efficient from the pocket. Pass percentage must go up, time in pocket must come down. Living outside the pocket will hinder our ability to be efficient and to win a Super Bowl #1 Deep Ball was always there Justin Fields in 2023 had one of the most efficient deep balls in the league. Not only that, the majority of his deep balls came from the pocket which is what you want from your QB. As good as the Bears were as a whole last year, the deep ball was far more efficient in 2023. But living on the deep ball and living out the pocket comes with limitations. We have to focus on the fundamentals #2 Ben Johnson is the catalyst Similar to 2023, Bears offense in 2024 had explosive plays followed by inconsistent offense and inept situational football by the head coach Poor offensive line, poor offensive scheme, and inept head coach were the core issues. Ryan Poles thought QB was the main issue and then 2024 happened. We learned quick that it takes more than a talented QB to win football games. Ben Johnson has alleviated all of those concerns. He has made Bears offensive line the focal point! His scheme has been top of the league since he became OC in Detroit. And his situational football awareness far superior than Eberflus. Bears fans must recognize that Ben Johnson is the catalyst of the Bears offensive turnaround, and team success. Now give him what he needs! He wants 3 tight ends? Give it to him He wants more Luther Burden? Give it to him He wants more efficiency out of his QB? Let’s make that the focal point.. #3 Ben Johnson needs a point guard at QB Efficiency in the pocket, time to throw, and passing EPA are far more important to Ben Johnson’s offense than out of pocket deep balls. We need Caleb to be that killer still, but it’s the fundamentals that will allow Bears to take the next step. This offense doesn’t need a Michael Jordan at QB. Ben Johnson would much rather have an Isiah Thomas at QB because this offense has enough Bad Boys to get the job done. Feed the WRs! Get the ball out of your hands quicker! Allow deep ball to be the counter punch of the offense. #4 It’s all there.. The pre-snap awareness, post snap awareness, efficiency from pocket, and pass velocity all scream franchise QB. When you look at Caleb Williams in the pocket on short to intermediate passes, it looks effortless. The ball leaves his hand lightning quick, it’s placed where it’s supposed to be, and WR is able to make a play after the catch. We have to see more of this and it starts now. CW has to trust Ben Johnson’s offense and his WRs more. Conclusion: If we wanted a QB to scramble and throw deep balls, Justin Fields would still be a Chicago Bear What makes Caleb unique, is that he can be a hunter down the field but also has the upside to be a Drew Brees type of QB in the pocket. I rather see more clips of Caleb playing in rhythm and in the pocket , than deep bombs out the pocket. There will be struggles, but that’s ok. I much rather see our QB struggle making the right throws in OTAs than masking it with his gift as an out the pocket thrower.

White Cunningham

17,634 просмотров • 3 месяцев назад

Justin Fields: Victim of bad spacing “50 yards passing!! Fields is terrible..” “11 passing attempts, what a joke!” “This is year 5, and he still can’t read defenses” “This has to be a bit!” I’m here to tell you with unequivocal evidence, that these are all lies. What if I were to tell you, that despite all of blame, hate, and finger pointing that Justin Fields is actually innocent of all the accusations? If you want the truth, then research what I am saying Tanner Engstrand is the number one issue with the Jets passing offense and you would be a fool to believe a new QB would alleviate the issue. Pull up the All-22!!! THE SPACING IS OUTTA HAND! No Qb can read a defense like this. Players are lost in their routes and where to lineup. Let’s look at Ben Johnson vs Tanner Engstrand. They came from same offense, same team, and worked together for some time. Why are things completely different? Play-calling experience: Engstrand = 0 years Johnson = 3 years NFL experience: Engstrand = 5 years Johnson = 13 years When I look at Ben Johnson’s offense, everything meshes together so well. QB’s drop correlates to his progressions, Qb has multiple open targets per pass play majority of the time, and QB is given proper spacing of WRs to truly read the defensive coverages. When I look at Tanner Engstrand’s film it is literally worst than high school. Multiple WRs running into each other constantly!! Penalty after penalty because players don’t know where to go. I see a coach only passing when it is obvious passing down. I see a coach completely confused, but not blame has been placed on him. So why aren’t people going at the coach? Why is Fields taking all the blame and Engstrand gets none! Aaron Glenn hired a rookie OC that has never called a game in his life. How do you expect a rookie OC to install an offense in the offseason if he has never even called plays before?! Glenn wanted to run the show with no push back from his coaches. So he hired rookie coaches that would do as he says. Run the ball, pass only when needed. Atrocious mindset… Moral of the story: Engstrand only calls a few passing plays to cover his own ass. This offense was not installed properly. To save face, he is allowing Fields to take all the hits as he sits back and hopes the Jets give him another year with another QB. If Fields had Ben Johnson as a coach, he would be a top 10 QB. He is a better runner and down the field thrower than Caleb Williams. Look at the spacing! Look at the route concepts! Look at the talent he has! Look at the protection!!! My God I’m happy for Caleb Williams, but he ain’t playing lights out the way he should be. If Caleb is winning games because of his legs, just imagine what Fields would’ve been doing in that offense… Let the wheat be separated from the tares father God…
0:54

Justin Fields: Victim of bad spacing “50 yards passing!! Fields is terrible..” “11 passing attempts, what a joke!” “This is year 5, and he still can’t read defenses” “This has to be a bit!” I’m here to tell you with unequivocal evidence, that these are all lies. What if I were to tell you, that despite all of blame, hate, and finger pointing that Justin Fields is actually innocent of all the accusations? If you want the truth, then research what I am saying Tanner Engstrand is the number one issue with the Jets passing offense and you would be a fool to believe a new QB would alleviate the issue. Pull up the All-22!!! THE SPACING IS OUTTA HAND! No Qb can read a defense like this. Players are lost in their routes and where to lineup. Let’s look at Ben Johnson vs Tanner Engstrand. They came from same offense, same team, and worked together for some time. Why are things completely different? Play-calling experience: Engstrand = 0 years Johnson = 3 years NFL experience: Engstrand = 5 years Johnson = 13 years When I look at Ben Johnson’s offense, everything meshes together so well. QB’s drop correlates to his progressions, Qb has multiple open targets per pass play majority of the time, and QB is given proper spacing of WRs to truly read the defensive coverages. When I look at Tanner Engstrand’s film it is literally worst than high school. Multiple WRs running into each other constantly!! Penalty after penalty because players don’t know where to go. I see a coach only passing when it is obvious passing down. I see a coach completely confused, but not blame has been placed on him. So why aren’t people going at the coach? Why is Fields taking all the blame and Engstrand gets none! Aaron Glenn hired a rookie OC that has never called a game in his life. How do you expect a rookie OC to install an offense in the offseason if he has never even called plays before?! Glenn wanted to run the show with no push back from his coaches. So he hired rookie coaches that would do as he says. Run the ball, pass only when needed. Atrocious mindset… Moral of the story: Engstrand only calls a few passing plays to cover his own ass. This offense was not installed properly. To save face, he is allowing Fields to take all the hits as he sits back and hopes the Jets give him another year with another QB. If Fields had Ben Johnson as a coach, he would be a top 10 QB. He is a better runner and down the field thrower than Caleb Williams. Look at the spacing! Look at the route concepts! Look at the talent he has! Look at the protection!!! My God I’m happy for Caleb Williams, but he ain’t playing lights out the way he should be. If Caleb is winning games because of his legs, just imagine what Fields would’ve been doing in that offense… Let the wheat be separated from the tares father God…

Black Ditka

78,540 просмотров • 9 месяцев назад

Luke Altmyer is one of the MOST DISRESPECTED QBs in the Big Ten heading into 2025. After a great 2024 season, this Illinois senior is getting ZERO love from analysts and so-called experts. In 2024, Altmyer was a straight-up game-changer for the Illini, leading them to a 10-3 record (tying the program’s single-season wins record) and three Top-25 victories. He had 2,717 passing yards, 22 TDs, just 6 INTs, plus 217 rushing yards and 4 rushing TDs, and he led the nation with FIVE game-winning drives in the final minute or overtime, including clutch TD passes at Nebraska, vs. Purdue, and at Rutgers. He was the only QB in the nation with three game-winning TD passes in the final 2 minutes/OT. He was the only QB in the nation with four TD passes in a Top-25 road win. He was 36th nationally in passing efficiency (144.90) last year, which is within 5 points of Cade Klubnik, Kyle McCord, Quinn Ewers, Jalen Milroe, and Nico Iamaleava—also tied with Fernando Mendoza. He is the first Illini QB since 2013 with 20+ TD passes in a season. All-Big Ten Honorable Mention and a Davey O’Brien Award Class of 2024 member. Despite all these things, the disrespect is still there. Analysts are leaving him completely off their Top-10 CFB QB lists and even Top-5 Big Ten QB rankings. They’re hyping up unproven freshmen like Bryce Underwood and Malik Washington, or guys with minimal starts like Julian Sayin, over a proven QB1 like Altmyer. Even QBs who haven’t matched his production—Nico Iamaleava, Dante Moore, and Dylan Raiola—are getting more shine. And get this: some NFL Draft sites don’t even list Altmyer as a prospect but have Hank Brown and Malachi Singleton on their boards. Are you kidding me? This is the same Luke Altmyer who turned down a massive NIL deal to jump ship to Tennessee—a CFP team last year—because he’s loyal to Illinois and believes in the Illini Luke stayed in Champaign to finish what he started. That’s a 2025 Wooden Citizen Cup nominee and a leader who walks the walk. The Big Ten is stacked, but Altmyer’s one of the top returning QBs alongside Drew Allar. The hype around untested 5-stars is always high and they'll get their shine this season. But Altmyer’s 35 career TD passes (tied for 9th in Illini history), clutch gene, and third year in Lunney’s system make him a game changer. He’s not just a QB; he’s the heart of a team eyeing their first-ever CFP appearance. So, to the analysts, talking heads, and draft sites sleeping on Luke Altmyer: WAKE UP. This man deserves more respect, and he has a chance to show everyone why sleeping on QB1 in Champaign is a huge mistake. Let’s ride, Illini Nation! #Illini #BigTen #AltmyerSZN
1:04

Luke Altmyer is one of the MOST DISRESPECTED QBs in the Big Ten heading into 2025. After a great 2024 season, this Illinois senior is getting ZERO love from analysts and so-called experts. In 2024, Altmyer was a straight-up game-changer for the Illini, leading them to a 10-3 record (tying the program’s single-season wins record) and three Top-25 victories. He had 2,717 passing yards, 22 TDs, just 6 INTs, plus 217 rushing yards and 4 rushing TDs, and he led the nation with FIVE game-winning drives in the final minute or overtime, including clutch TD passes at Nebraska, vs. Purdue, and at Rutgers. He was the only QB in the nation with three game-winning TD passes in the final 2 minutes/OT. He was the only QB in the nation with four TD passes in a Top-25 road win. He was 36th nationally in passing efficiency (144.90) last year, which is within 5 points of Cade Klubnik, Kyle McCord, Quinn Ewers, Jalen Milroe, and Nico Iamaleava—also tied with Fernando Mendoza. He is the first Illini QB since 2013 with 20+ TD passes in a season. All-Big Ten Honorable Mention and a Davey O’Brien Award Class of 2024 member. Despite all these things, the disrespect is still there. Analysts are leaving him completely off their Top-10 CFB QB lists and even Top-5 Big Ten QB rankings. They’re hyping up unproven freshmen like Bryce Underwood and Malik Washington, or guys with minimal starts like Julian Sayin, over a proven QB1 like Altmyer. Even QBs who haven’t matched his production—Nico Iamaleava, Dante Moore, and Dylan Raiola—are getting more shine. And get this: some NFL Draft sites don’t even list Altmyer as a prospect but have Hank Brown and Malachi Singleton on their boards. Are you kidding me? This is the same Luke Altmyer who turned down a massive NIL deal to jump ship to Tennessee—a CFP team last year—because he’s loyal to Illinois and believes in the Illini Luke stayed in Champaign to finish what he started. That’s a 2025 Wooden Citizen Cup nominee and a leader who walks the walk. The Big Ten is stacked, but Altmyer’s one of the top returning QBs alongside Drew Allar. The hype around untested 5-stars is always high and they'll get their shine this season. But Altmyer’s 35 career TD passes (tied for 9th in Illini history), clutch gene, and third year in Lunney’s system make him a game changer. He’s not just a QB; he’s the heart of a team eyeing their first-ever CFP appearance. So, to the analysts, talking heads, and draft sites sleeping on Luke Altmyer: WAKE UP. This man deserves more respect, and he has a chance to show everyone why sleeping on QB1 in Champaign is a huge mistake. Let’s ride, Illini Nation! #Illini #BigTen #AltmyerSZN

The Big Ten Huddle 🎙️

39,946 просмотров • 1 год назад

10 COMPANIES THAT BEAT THE S&P FOR DECADES!!! Save this and send it to whoever is not sure which stocks to buy. First, so you understand what’s actually at stake here. $10,000 compounding at 10% for 30 years becomes $174,000. The same $10,000 at 20% becomes $2.37 million. Twice the return. BUT 13 TIMES THE MONEY. That’s why this matters so much more than people realise. Now the list. 1️⃣ Monster Beverage The best performing US stock of the last 3 decades. Roughly 25% a year for 36 years. $10,000 in the early 90s turned into over $30 million. They sell caffeine in a can. 2️⃣ O'Reilly Automotive Auto parts. Around 20% a year since the early 90s, and they have bought back over half the company along the way. Nobody has ever posted a thread about auto parts. 3️⃣ Copart They run online auctions for wrecked cars. Compounded at roughly 20% a year for 3 decades because they own the land, the logistics and the buyer network, and nobody can rebuild that. 4️⃣ Constellation Software Buys tiny vertical software companies nobody has heard of and never sells them. Around 30% a year since 2006. The most impressive capital allocation record of the last 20 years and most investors can’t even name the CEO. 5️⃣ Fastenal Screws, bolts and industrial fasteners. Decades of double digit compounding from a business that is genuinely as unglamorous as it sounds. 6️⃣ Cintas Uniform rental. They wash your work clothes. Beat the market for 30 years because once a company outsources uniforms, they basically never switch. 7️⃣ TJX Off price retail. Bought the inventory nobody else could sell and beat the S&P through the entire death of retail narrative. 8️⃣ Old Dominion Freight Line Trucking. Actual trucks on actual roads. One of the best performing stocks in the entire market since its IPO, in the most competitive industry imaginable. 9️⃣ Sherwin-Williams Paint. Over a century old. Compounded relentlessly because contractors do not switch paint suppliers and the company kept buying its own stock. 🔟 Berkshire Hathaway 19.9% a year for 60 years against the S&P's 10.4%. That gap turned $100 into over $5 million instead of $37,000. So what do they all have in common? ➡️ Almost none of them are technology ➡️ All of them have pricing power in something people rarely switch away from ➡️ Most of them had somewhere to reinvest for decades, whether that was new stores, new locations or acquisitions ➡️ Most of them bought back enormous amounts of their own stock ➡️ Every single one was available cheap at multiple points, and nobody wanted them at the time That last one is the actual lesson. None of these were secrets. You could have bought any of them in almost any year of the last 20 and done extremely well. The reason people did not is that they were busy looking for something more exciting. One honest caveat, because most lists like this leave it out. This is a list of survivors. For every O'Reilly there were auto parts retailers that went bankrupt, and picking the winner in advance was much harder than it looks from here. That’s exactly why the pattern matters more than the names. High returns on capital, a durable reason customers stay, and somewhere to keep reinvesting. Final thought: nobody gets rich from the stock everybody is talking about. They get rich from the boring one they held for 20 years while everyone else rotated through 6 different ones. If you’re serious about investing, follow me with notifications so you don’t miss the next alert. This is EXTREMELY important because the market moves fast. A lot of people are going to wish they followed me sooner.
0:27

10 COMPANIES THAT BEAT THE S&P FOR DECADES!!! Save this and send it to whoever is not sure which stocks to buy. First, so you understand what’s actually at stake here. $10,000 compounding at 10% for 30 years becomes $174,000. The same $10,000 at 20% becomes $2.37 million. Twice the return. BUT 13 TIMES THE MONEY. That’s why this matters so much more than people realise. Now the list. 1️⃣ Monster Beverage The best performing US stock of the last 3 decades. Roughly 25% a year for 36 years. $10,000 in the early 90s turned into over $30 million. They sell caffeine in a can. 2️⃣ O'Reilly Automotive Auto parts. Around 20% a year since the early 90s, and they have bought back over half the company along the way. Nobody has ever posted a thread about auto parts. 3️⃣ Copart They run online auctions for wrecked cars. Compounded at roughly 20% a year for 3 decades because they own the land, the logistics and the buyer network, and nobody can rebuild that. 4️⃣ Constellation Software Buys tiny vertical software companies nobody has heard of and never sells them. Around 30% a year since 2006. The most impressive capital allocation record of the last 20 years and most investors can’t even name the CEO. 5️⃣ Fastenal Screws, bolts and industrial fasteners. Decades of double digit compounding from a business that is genuinely as unglamorous as it sounds. 6️⃣ Cintas Uniform rental. They wash your work clothes. Beat the market for 30 years because once a company outsources uniforms, they basically never switch. 7️⃣ TJX Off price retail. Bought the inventory nobody else could sell and beat the S&P through the entire death of retail narrative. 8️⃣ Old Dominion Freight Line Trucking. Actual trucks on actual roads. One of the best performing stocks in the entire market since its IPO, in the most competitive industry imaginable. 9️⃣ Sherwin-Williams Paint. Over a century old. Compounded relentlessly because contractors do not switch paint suppliers and the company kept buying its own stock. 🔟 Berkshire Hathaway 19.9% a year for 60 years against the S&P's 10.4%. That gap turned $100 into over $5 million instead of $37,000. So what do they all have in common? ➡️ Almost none of them are technology ➡️ All of them have pricing power in something people rarely switch away from ➡️ Most of them had somewhere to reinvest for decades, whether that was new stores, new locations or acquisitions ➡️ Most of them bought back enormous amounts of their own stock ➡️ Every single one was available cheap at multiple points, and nobody wanted them at the time That last one is the actual lesson. None of these were secrets. You could have bought any of them in almost any year of the last 20 and done extremely well. The reason people did not is that they were busy looking for something more exciting. One honest caveat, because most lists like this leave it out. This is a list of survivors. For every O'Reilly there were auto parts retailers that went bankrupt, and picking the winner in advance was much harder than it looks from here. That’s exactly why the pattern matters more than the names. High returns on capital, a durable reason customers stay, and somewhere to keep reinvesting. Final thought: nobody gets rich from the stock everybody is talking about. They get rich from the boring one they held for 20 years while everyone else rotated through 6 different ones. If you’re serious about investing, follow me with notifications so you don’t miss the next alert. This is EXTREMELY important because the market moves fast. A lot of people are going to wish they followed me sooner.

NoLimit

268,606 просмотров • 21 дней назад

Insane video shows the drastic change in water level and devastation caused by the flooding in Western NC. Jay-Paul Thibault in Burnsville, NC filmed how quickly the water rose and the destruction that followed. Unfortunately this is the sad reality for hundreds if not thousands of families. Please keep praying, keep giving, keep sharing, and keep helping. I'll link to his GoFundMe to rebuild in the next post. 0:02 - The Distance From the River to the Bottom of the Bridge is 22 Feet Thu 9/26 - 8:48 AM 0:09 - "The water's already up about 5 feet I'm guessing... so it's pretty intense." Fri 9/27 - 7:34 AM 1:27 - "This is the road [completely under water] and there's no crossing on 19W." Fri 9/27 - 8:14 AM 1:48 - "I was just told this flood is going to exceed the flood of 1916 which dwarfed the flood of 1977." (The water is at the 1000-year level) 3:46 - "I think I'm going to lose the bridge." Fri 9/27 - 8:27 AM 5:56 - "Well there's not much I can do about it but the bridge is gone. I've got no way over there until we repair that." Fri 9/27 - 8:37 AM 6:28 - "So I'm safe and I'm at the Fire Station. We're gonna wait it out here." Fri 9/27 - 8:49 AM 6:56 - "We've got some trucks that got swept away and this is getting pretty crazy... there's the house that was just refinished and that looks like it could get swept away. I hope it doesn't. That's Jeff's house. I'd say we're close to 20 feet over the regular height of the river." Fri 9/27 - 10:10 AM 8:56 - "So we are now on the roof [on top of trucks in the fire station garage] hanging out watching the river go by and we've got about 6 more feet before it's at our feet here now." Fri 9/27 - 10:42 AM 9:13 - "We are punching our way out of the roof at this point in case the flood continues [cutting a hole in the ceiling with an ax to get to the roof of the fire station]. As you can see, everything in here is floating away." Fri 9/27 - 11:51 AM 9:43 - "Holy sh!t is all I can say [while on top of the roof]. The entire dump station is gone; the building, the trash containers." Fri 9/27 - 12:02 PM 12:08 - "Look at the house. Holy sh!t. That's going downstream... That house is just floating away. Been there for 100 years probably." Fri 9/27 - 3:08 PM 14:35 - "So I found my pickup truck [upside down and completely destroyed]." Fri 9/27 - 3:09 PM 14:47 - "So here's the road, or what's left of it." 16:34 - "All of my building is gone; all the construction I did... everything I own... everything that I built is gone. I don't know how to express this. The whole farm here is gone. This is where I parked my car and we had the bridge and it's just gone. So I guess you start over. I left the goats unlocked and they would've gone up the hill. But everything I've done for the last 2 years is pretty much non-existent."
19:42

Insane video shows the drastic change in water level and devastation caused by the flooding in Western NC. Jay-Paul Thibault in Burnsville, NC filmed how quickly the water rose and the destruction that followed. Unfortunately this is the sad reality for hundreds if not thousands of families. Please keep praying, keep giving, keep sharing, and keep helping. I'll link to his GoFundMe to rebuild in the next post. 0:02 - The Distance From the River to the Bottom of the Bridge is 22 Feet Thu 9/26 - 8:48 AM 0:09 - "The water's already up about 5 feet I'm guessing... so it's pretty intense." Fri 9/27 - 7:34 AM 1:27 - "This is the road [completely under water] and there's no crossing on 19W." Fri 9/27 - 8:14 AM 1:48 - "I was just told this flood is going to exceed the flood of 1916 which dwarfed the flood of 1977." (The water is at the 1000-year level) 3:46 - "I think I'm going to lose the bridge." Fri 9/27 - 8:27 AM 5:56 - "Well there's not much I can do about it but the bridge is gone. I've got no way over there until we repair that." Fri 9/27 - 8:37 AM 6:28 - "So I'm safe and I'm at the Fire Station. We're gonna wait it out here." Fri 9/27 - 8:49 AM 6:56 - "We've got some trucks that got swept away and this is getting pretty crazy... there's the house that was just refinished and that looks like it could get swept away. I hope it doesn't. That's Jeff's house. I'd say we're close to 20 feet over the regular height of the river." Fri 9/27 - 10:10 AM 8:56 - "So we are now on the roof [on top of trucks in the fire station garage] hanging out watching the river go by and we've got about 6 more feet before it's at our feet here now." Fri 9/27 - 10:42 AM 9:13 - "We are punching our way out of the roof at this point in case the flood continues [cutting a hole in the ceiling with an ax to get to the roof of the fire station]. As you can see, everything in here is floating away." Fri 9/27 - 11:51 AM 9:43 - "Holy sh!t is all I can say [while on top of the roof]. The entire dump station is gone; the building, the trash containers." Fri 9/27 - 12:02 PM 12:08 - "Look at the house. Holy sh!t. That's going downstream... That house is just floating away. Been there for 100 years probably." Fri 9/27 - 3:08 PM 14:35 - "So I found my pickup truck [upside down and completely destroyed]." Fri 9/27 - 3:09 PM 14:47 - "So here's the road, or what's left of it." 16:34 - "All of my building is gone; all the construction I did... everything I own... everything that I built is gone. I don't know how to express this. The whole farm here is gone. This is where I parked my car and we had the bridge and it's just gone. So I guess you start over. I left the goats unlocked and they would've gone up the hill. But everything I've done for the last 2 years is pretty much non-existent."

Michael | Net Lease Sales & Trailer Park Tales

34,676 просмотров • 1 год назад

Ten Takeaways From 10/21/25 ONE) NBA on NBC Hello, friends. Welcome to the 2025-26 NBA season. It’s been a minute, hasn’t it? A whole lot has changed since we last spoke. We were reintroduced to the NBA on NBC. Can’t believe it’s been almost 25 years, but here we are again. They absolutely crushed it after having some early audio difficulties. I get how cliché it is, but I seriously got chills once “Roundball Rock” started playing. Thought Carmelo Anthony, Vince Carter, and Tracy McGrady had contagious energy in the pre-game coverage. The graphics are clean and straightforward. Really like the team fouls tracking in the score bug—just a very pleasant experience. Looking forward to the “Prime” experience. God, can’t believe it costs $650 to watch basketball now. We need to talk about the MJ segment, though. If you’ve been living under a rock, NBC shocked the world and somehow convinced Michael Jordan to sign on as a “special contributor”. “Insights to Excellence” is sadly everything I thought it would be… nothing. He wasn’t in the studio or anything. Looked like some pre-recorded interview with Mike Tirico from who knows when at his house, talking about why he’s come out of hiding. The thing lasted about three and a half minutes. “To pay it forward. I had the obligation to basketball.” - MJ on the decision to join NBC Okay Mike. Hoping for some actual insight in future recordings. TWO) Champs Are Here OKC received their rings and raised their banner before the game. Vibes were immaculate. Dillon Jones was even in attendance. Good thing the Wizards waived him just in time for him to make his flight. Rockets weren’t having it, though. Ime Udoka said that they didn’t watch the ceremony and were instead focused on trying to ruin their night. Kevin Durant came out for warmups to loud boos, and so he booed them back. Everyone laughed. Meanwhile, Steven Adams still gets loud cheers because, well, who doesn’t love Steven Adams? It was a rough go-around for all Thunder not named Chet Holmgren (28 points, 11-17 FG) to start, especially SGA. He had just five points at the half on 40.0% shooting (2-5 FG), but you can only contain the league and Finals MVP for so long. He scored 24 of his 35 points in the 4th quarter and overtimes. What’s up with the four missed free throws (10-14 FT)? "I'm glad the guys enjoyed the ceremony. That's a great, great life event they had." - Mark Daigneault "It was surreal. I don't know how to describe it besides that. Seeing the banner raised was cool too... I'll remember it for the rest of my life." - SGA on the pregame ceremony THREE) Thunder Starters One of the more critical questions going into Opening Night was, “Who’s the 5th Thunder starter?” as we wait for JDub’s wrist to get right. SGA, Dort, Chet, and IHart felt obvious. Between Alex Caruso, Aaron Wiggins, and Cason Wallace, I leaned Cason mainly because of the bigger picture. Didn’t make sense to start Alex after managing him all last year, but then he started in every preseason game he played. Had to give that some sort of credit (and we did). Well, they ended up doing what they did a lot last year: change it up midway. Wallace started, and then Caruso started the second half… for Hartenstein. Here we go again. Cason’s playmaking looks improved. Daigneault went 11 deep (!!!) in the first quarter. Rookie, Brooks Barnhizer was the fourth sub off the bench, played about two minutes, and was never seen again. Part of that reason is Ajay Mitchell, who checked in after him (for Shai). There’s been some buzz, going back to his standout Summer League (19.8 ppg, 5.3 apg, 4.8 rpg, 1.5 spg). He scored 12 of his 16 points in the second quarter. “Not surprised. He was playing like this before he got hurt last year.” - Mark Daigneault on Ajay Mitchell FOUR) Jumbo Lineup It’s not much of a surprise to see Udoka start with the Steven Adams/Alperen Sengun pairing after how dominant they looked at the end of last season (+29.9 net rating, 162 minutes)—especially given the matchup, with Holmgren and Hartenstein on the other side. The real shocker is how much they leaned into it. Alpi and Adams shared the court for over 30 minutes (+8). LIKE WTF?!!! This was Adams' first time touching 37 minutes since November 9, 2022. They did just sign him to a three-year extension. You’d think they might wanna be careful with their investment. The average height of this Rockets' starting lineup is 6'10 (Thompson, Durant, Smith, Sengun, Adams), LMAO FIVE) Alpi Dominance Continues Maybe what Sengun was doing at EuroBasket 2025 (21.6 ppg, 10.1 rpg, 6.6 apg, 1.0 spg, and 1.1 bpg) translates over? Not gonna lie, I certainly had my doubts, but no… he’s looking just as dominant (I know, one game). Alperen Sengun vs Thunder: 39 PTS 11 REB 7 AST 2 STL 5-8 3P (career-high) 10-11 FT 27.7% USG Yeah, I see it too. Second time in his career, he’s attempted eight threes. Dude averaged 1.2 attempts per game last year. The hitch in his shot appears to be gone, so hey, this could be real (doubt it). All I know is that if it is, it’ll do wonders for his ceiling on sites that reward threes (DK). Also, going 10 of 11 from the line is something worth paying attention to. He was a 69.2% free-throw shooter last season. On the flip side, Amen Thompson (18 pts, 4 reb, 5 ast) had seven attempts from behind the arc and missed them all. Sucks, but his shot still looks flat. There’s no lift. While we’re here on Thompson, he had to leave the game late because of cramps. SIX) The Reed Conundrum I’ll give Reed Sheppard (9 pts, 4 ast, 37.9% TS, 28 min) this; he’s a confident motherfucker, and I love that about him (in a cute way). It’s hilarious how many times he looked off KD in this game. He’s gonna have stretches where he’s feeling it and looks automatic, but is it really gonna be worth it if his defense looks this dreadful? He can’t stay in front of anyone. The Thunder hunted and won that matchup with ease all night. Amen getting cramped up in OT1 really salvaged his minutes, cause I didn’t think he was gonna see the court again. Again, I know it’s only one game, but a couple more performances like this and things could get ugly. SEVEN) KD Gets Away With One Or should that say gets away with none? Kevin Durant (23 points, 9 rebounds) made his Rockets debut, and there’re gonna be two things you take away from it. Why’d you trade for him again? He was pretty much non-existent when they needed him most down the stretch, with a 12.5 USG% in both OT’s. There shouldn’t have been a second overtime. KD was clearly seen calling for a timeout after a rebound with about a second left on the clock. The problem is, they didn’t have any–He Webber’d it. He should have been T’d up, giving the Thunder a free throw to potentially end the game. Zarba and his buddies even got together to talk it over once the buzzer sounded, but did nothing. Strange, but luckily, it didn’t end up mattering much since OKC won in the second overtime. “Kevin definitely called timeout 3 times… They just missed it.” - SGA The Thunder beat the Rockets 125-124. EIGHT) Kuminga Starts Gallagher and I both felt pretty confident (sounds so stupid saying that with Kerr) that had Mosey Moody been available for this one, he would have been named the fifth starter, but his calf’s still bothering him. Steve Kerr decided to start Jonathan Kuminga (17 points, 9 rebounds, 6 assists, 33 minutes) instead, rewarding him for a strong preseason. There might be some more rewards coming because, whew, this is exactly what they’ve been wanting to see from him for the last couple of years, especially the boards. You wouldn’t know it from looking at Luka’s box score, but JK did about as well as you could defending him; he made his threes (4-6 3PT) and consistently found the open man. I’m gonna go ahead and guess that he starts again against Denver on Thursday Let the showcasing begin. “When you ask for opportunity, you must deliver. He’s been very vocal about his opportunity and he delivered.” - Draymond Green on Jonathan Kuminga “I just wanna help JK be great… We’ve been kickin' it. Hanging out. Watching film and just working on our game together. I know how great he wants to be and how great he can be.” - Jimmy Butler on mentoring Jonathan Kuminga NINE) Jimmy Being Jimmy One of the funnier moments of the night came post-game, when Jimmy Butler talked about a bet he made with Draymond Green. The wager is that he’ll have a better free-throw percentage than Steph Curry this season. Deadass, hahaha. He admitted that it’s probably a bad bet but I still love that he does this type of shit. Two years ago, he said he was playfully aiming to shoot 50.0% from three. He obviously didn’t hit that mark, but he did shoot a career-best 41.4% that season. If you’re wondering how the bet is looking to start after Game 1: Jimmy Butler: 16-16 FT (100.0%) Steph Curry: 8-8 FT (100.0%) Will keep you updated as the season goes. Jesus, 16 free throw attempts. “No chance.” - Steph Curry when asked if Jimmy Butler has any shot at winning the bet Before we’re done with GS, a shoutout to Will Richard (5 points, 14 minutes). We tease Kerr all the time about playing these randos, but this kid looks like he can actually play. TEN) All Luka and Austin The Lakers are gonna struggle hard while LeBron’s out. They just don’t have any other guys on the team that can create. Luka Doncic (43 points, 10 rebounds, 9 assists, 34.7% USG) and Austin Reaves (26 points, 9 assists, 30.1% USG) scored or assisted on 97 of the Lakers' 109 points. So wild. Marcus Smart (9 points) was the first sub off the bench. As for DeAndre Ayton’s debut (10 points, 6 rebounds, 4 turnovers), let’s just say it didn’t take long for the Lakers’ fan base to turn on him. Poor guy looked lost out there. "We just started. This is probably the second game we've played together." - Rui Hachimura on what the difference was for the Lakers "The trend I see is that we continue to be a terrible third-quarter team." - JJ Redick The Warriors beat the Lakers 119-109.
0:30

Ten Takeaways From 10/21/25 ONE) NBA on NBC Hello, friends. Welcome to the 2025-26 NBA season. It’s been a minute, hasn’t it? A whole lot has changed since we last spoke. We were reintroduced to the NBA on NBC. Can’t believe it’s been almost 25 years, but here we are again. They absolutely crushed it after having some early audio difficulties. I get how cliché it is, but I seriously got chills once “Roundball Rock” started playing. Thought Carmelo Anthony, Vince Carter, and Tracy McGrady had contagious energy in the pre-game coverage. The graphics are clean and straightforward. Really like the team fouls tracking in the score bug—just a very pleasant experience. Looking forward to the “Prime” experience. God, can’t believe it costs $650 to watch basketball now. We need to talk about the MJ segment, though. If you’ve been living under a rock, NBC shocked the world and somehow convinced Michael Jordan to sign on as a “special contributor”. “Insights to Excellence” is sadly everything I thought it would be… nothing. He wasn’t in the studio or anything. Looked like some pre-recorded interview with Mike Tirico from who knows when at his house, talking about why he’s come out of hiding. The thing lasted about three and a half minutes. “To pay it forward. I had the obligation to basketball.” - MJ on the decision to join NBC Okay Mike. Hoping for some actual insight in future recordings. TWO) Champs Are Here OKC received their rings and raised their banner before the game. Vibes were immaculate. Dillon Jones was even in attendance. Good thing the Wizards waived him just in time for him to make his flight. Rockets weren’t having it, though. Ime Udoka said that they didn’t watch the ceremony and were instead focused on trying to ruin their night. Kevin Durant came out for warmups to loud boos, and so he booed them back. Everyone laughed. Meanwhile, Steven Adams still gets loud cheers because, well, who doesn’t love Steven Adams? It was a rough go-around for all Thunder not named Chet Holmgren (28 points, 11-17 FG) to start, especially SGA. He had just five points at the half on 40.0% shooting (2-5 FG), but you can only contain the league and Finals MVP for so long. He scored 24 of his 35 points in the 4th quarter and overtimes. What’s up with the four missed free throws (10-14 FT)? "I'm glad the guys enjoyed the ceremony. That's a great, great life event they had." - Mark Daigneault "It was surreal. I don't know how to describe it besides that. Seeing the banner raised was cool too... I'll remember it for the rest of my life." - SGA on the pregame ceremony THREE) Thunder Starters One of the more critical questions going into Opening Night was, “Who’s the 5th Thunder starter?” as we wait for JDub’s wrist to get right. SGA, Dort, Chet, and IHart felt obvious. Between Alex Caruso, Aaron Wiggins, and Cason Wallace, I leaned Cason mainly because of the bigger picture. Didn’t make sense to start Alex after managing him all last year, but then he started in every preseason game he played. Had to give that some sort of credit (and we did). Well, they ended up doing what they did a lot last year: change it up midway. Wallace started, and then Caruso started the second half… for Hartenstein. Here we go again. Cason’s playmaking looks improved. Daigneault went 11 deep (!!!) in the first quarter. Rookie, Brooks Barnhizer was the fourth sub off the bench, played about two minutes, and was never seen again. Part of that reason is Ajay Mitchell, who checked in after him (for Shai). There’s been some buzz, going back to his standout Summer League (19.8 ppg, 5.3 apg, 4.8 rpg, 1.5 spg). He scored 12 of his 16 points in the second quarter. “Not surprised. He was playing like this before he got hurt last year.” - Mark Daigneault on Ajay Mitchell FOUR) Jumbo Lineup It’s not much of a surprise to see Udoka start with the Steven Adams/Alperen Sengun pairing after how dominant they looked at the end of last season (+29.9 net rating, 162 minutes)—especially given the matchup, with Holmgren and Hartenstein on the other side. The real shocker is how much they leaned into it. Alpi and Adams shared the court for over 30 minutes (+8). LIKE WTF?!!! This was Adams' first time touching 37 minutes since November 9, 2022. They did just sign him to a three-year extension. You’d think they might wanna be careful with their investment. The average height of this Rockets' starting lineup is 6'10 (Thompson, Durant, Smith, Sengun, Adams), LMAO FIVE) Alpi Dominance Continues Maybe what Sengun was doing at EuroBasket 2025 (21.6 ppg, 10.1 rpg, 6.6 apg, 1.0 spg, and 1.1 bpg) translates over? Not gonna lie, I certainly had my doubts, but no… he’s looking just as dominant (I know, one game). Alperen Sengun vs Thunder: 39 PTS 11 REB 7 AST 2 STL 5-8 3P (career-high) 10-11 FT 27.7% USG Yeah, I see it too. Second time in his career, he’s attempted eight threes. Dude averaged 1.2 attempts per game last year. The hitch in his shot appears to be gone, so hey, this could be real (doubt it). All I know is that if it is, it’ll do wonders for his ceiling on sites that reward threes (DK). Also, going 10 of 11 from the line is something worth paying attention to. He was a 69.2% free-throw shooter last season. On the flip side, Amen Thompson (18 pts, 4 reb, 5 ast) had seven attempts from behind the arc and missed them all. Sucks, but his shot still looks flat. There’s no lift. While we’re here on Thompson, he had to leave the game late because of cramps. SIX) The Reed Conundrum I’ll give Reed Sheppard (9 pts, 4 ast, 37.9% TS, 28 min) this; he’s a confident motherfucker, and I love that about him (in a cute way). It’s hilarious how many times he looked off KD in this game. He’s gonna have stretches where he’s feeling it and looks automatic, but is it really gonna be worth it if his defense looks this dreadful? He can’t stay in front of anyone. The Thunder hunted and won that matchup with ease all night. Amen getting cramped up in OT1 really salvaged his minutes, cause I didn’t think he was gonna see the court again. Again, I know it’s only one game, but a couple more performances like this and things could get ugly. SEVEN) KD Gets Away With One Or should that say gets away with none? Kevin Durant (23 points, 9 rebounds) made his Rockets debut, and there’re gonna be two things you take away from it. Why’d you trade for him again? He was pretty much non-existent when they needed him most down the stretch, with a 12.5 USG% in both OT’s. There shouldn’t have been a second overtime. KD was clearly seen calling for a timeout after a rebound with about a second left on the clock. The problem is, they didn’t have any–He Webber’d it. He should have been T’d up, giving the Thunder a free throw to potentially end the game. Zarba and his buddies even got together to talk it over once the buzzer sounded, but did nothing. Strange, but luckily, it didn’t end up mattering much since OKC won in the second overtime. “Kevin definitely called timeout 3 times… They just missed it.” - SGA The Thunder beat the Rockets 125-124. EIGHT) Kuminga Starts Gallagher and I both felt pretty confident (sounds so stupid saying that with Kerr) that had Mosey Moody been available for this one, he would have been named the fifth starter, but his calf’s still bothering him. Steve Kerr decided to start Jonathan Kuminga (17 points, 9 rebounds, 6 assists, 33 minutes) instead, rewarding him for a strong preseason. There might be some more rewards coming because, whew, this is exactly what they’ve been wanting to see from him for the last couple of years, especially the boards. You wouldn’t know it from looking at Luka’s box score, but JK did about as well as you could defending him; he made his threes (4-6 3PT) and consistently found the open man. I’m gonna go ahead and guess that he starts again against Denver on Thursday Let the showcasing begin. “When you ask for opportunity, you must deliver. He’s been very vocal about his opportunity and he delivered.” - Draymond Green on Jonathan Kuminga “I just wanna help JK be great… We’ve been kickin' it. Hanging out. Watching film and just working on our game together. I know how great he wants to be and how great he can be.” - Jimmy Butler on mentoring Jonathan Kuminga NINE) Jimmy Being Jimmy One of the funnier moments of the night came post-game, when Jimmy Butler talked about a bet he made with Draymond Green. The wager is that he’ll have a better free-throw percentage than Steph Curry this season. Deadass, hahaha. He admitted that it’s probably a bad bet but I still love that he does this type of shit. Two years ago, he said he was playfully aiming to shoot 50.0% from three. He obviously didn’t hit that mark, but he did shoot a career-best 41.4% that season. If you’re wondering how the bet is looking to start after Game 1: Jimmy Butler: 16-16 FT (100.0%) Steph Curry: 8-8 FT (100.0%) Will keep you updated as the season goes. Jesus, 16 free throw attempts. “No chance.” - Steph Curry when asked if Jimmy Butler has any shot at winning the bet Before we’re done with GS, a shoutout to Will Richard (5 points, 14 minutes). We tease Kerr all the time about playing these randos, but this kid looks like he can actually play. TEN) All Luka and Austin The Lakers are gonna struggle hard while LeBron’s out. They just don’t have any other guys on the team that can create. Luka Doncic (43 points, 10 rebounds, 9 assists, 34.7% USG) and Austin Reaves (26 points, 9 assists, 30.1% USG) scored or assisted on 97 of the Lakers' 109 points. So wild. Marcus Smart (9 points) was the first sub off the bench. As for DeAndre Ayton’s debut (10 points, 6 rebounds, 4 turnovers), let’s just say it didn’t take long for the Lakers’ fan base to turn on him. Poor guy looked lost out there. "We just started. This is probably the second game we've played together." - Rui Hachimura on what the difference was for the Lakers "The trend I see is that we continue to be a terrible third-quarter team." - JJ Redick The Warriors beat the Lakers 119-109.

Establish The Run NBA

15,460 просмотров • 10 месяцев назад

John Mayer is a master of his craft. He’s also one of the best I’ve come across at using analogy and demonstration to articulate and demystify the creative process. Here’s a 14-clip (~7-minute) masterclass on mastery and creativity: TL;DW 1/ “Whenever I want to write a big song, I can't...That's when I get writer's block: when I try to write a song to fill the entire galaxy. I've never gotten a song that way. But if I write about something the size of a glass of water—a week later, I notice it's got the universe in it. So I'd rather have the universe in a glass of water than try to make a glass of water fit in the universe.” 2/ "What connects with people is you connecting with yourself." 3/ “Writer’s block is when the two people inside of you—the writer and the reader—when the reader doesn’t love the writer. It is not a failure to write. It is a failure to catch the feedback loop of enjoying what you’re seeing and wanting to contribute more to it.” 4/ “Don't shoot ideas down before you have them. 'That won't work' is the worst thing you can ever say. 'That didn't work' is cool, but 'that won't work' is not a way to go through life.” 5/ “I’ve seen the Cool metric change so many times. I'm not telling you don't chase Cool. I'm saying…by the time you reach what you think is cool, Cool is like, 'over here now.’ ‘The princess is in another castle.' You know what I mean? That's a Mario reference.” 6/ "I'm one-half consumer, one-half artist. So I try to put music out that I myself would want to hear as somebody on the other end." 7/ "I'm seeing a lot of motivation about you following your passion, but I'm not seeing any critical thought to what that is or how to be better at that. So, really the product is passion and that's strange to me. Because my product growing up was sitting in a room yelling, 'Mom, I'm practicing,' for hours and hours and hours and hours and hours and hours and hours. 8/ "But then also read up...You know, this stuff doesn't just appear. It comes from somewhere. And as soon as you realize you love something—it's almost like catching up with some great TV show on season 9, and you can go, 'oh my God, that means there's 8 seasons before this." 9/ "Whatever you learn is the tip of the iceberg. Dive underwater and find the rest of the iceberg." 10/ "So listening to Stevie Ray Vaughan brought me back to people like Kenny Burrell and Albert King and Jimi Hendrix and Elmore James. So it became this family tree growing out of my CD player." 11/ "I came up with these guys as like references…It’s like if you're into the NBA and you wear different jerseys and you pretend you're a different player in the driveway—that's what I was doing..." 12/ "Which is a wonderful technique for being yourself. Failing to sound exactly like the person you want to sound like is a wonderful way to sound like yourself." 13/ After watching Cory Wong play guitar, Mayer told him, "You have an anatomy thing working on your right hand. Your hand is shaped in a way—you have long fingers, very sinewy hands—that you're able to play like that. That is an example of someone making the most of their anatomical gifts... And I wish more people could embrace finding what their strengths are anatomically—the way your hand is shaped, the way your mind works, whatever—and play to those strengths." 14/ Mayer picks up an acoustic guitar and demonstrates his songwriting process. “Well, I don’t always do it,” he admitted, “because it requires a stupid bravery all the time.” “You just stare at the corner of the wall," Mayer explains then improvises some vocals, “stare at the corner of the wall / try to get it going on / but I can’t sometimes / you just keep going ’til you get something,” he stops singing. “You gotta keep forcing it, forcing it, forcing it…it doesn’t matter [what comes out of your mouth].” Follow Billy Oppenheimer for more content like this!
6:57

John Mayer is a master of his craft. He’s also one of the best I’ve come across at using analogy and demonstration to articulate and demystify the creative process. Here’s a 14-clip (~7-minute) masterclass on mastery and creativity: TL;DW 1/ “Whenever I want to write a big song, I can't...That's when I get writer's block: when I try to write a song to fill the entire galaxy. I've never gotten a song that way. But if I write about something the size of a glass of water—a week later, I notice it's got the universe in it. So I'd rather have the universe in a glass of water than try to make a glass of water fit in the universe.” 2/ "What connects with people is you connecting with yourself." 3/ “Writer’s block is when the two people inside of you—the writer and the reader—when the reader doesn’t love the writer. It is not a failure to write. It is a failure to catch the feedback loop of enjoying what you’re seeing and wanting to contribute more to it.” 4/ “Don't shoot ideas down before you have them. 'That won't work' is the worst thing you can ever say. 'That didn't work' is cool, but 'that won't work' is not a way to go through life.” 5/ “I’ve seen the Cool metric change so many times. I'm not telling you don't chase Cool. I'm saying…by the time you reach what you think is cool, Cool is like, 'over here now.’ ‘The princess is in another castle.' You know what I mean? That's a Mario reference.” 6/ "I'm one-half consumer, one-half artist. So I try to put music out that I myself would want to hear as somebody on the other end." 7/ "I'm seeing a lot of motivation about you following your passion, but I'm not seeing any critical thought to what that is or how to be better at that. So, really the product is passion and that's strange to me. Because my product growing up was sitting in a room yelling, 'Mom, I'm practicing,' for hours and hours and hours and hours and hours and hours and hours. 8/ "But then also read up...You know, this stuff doesn't just appear. It comes from somewhere. And as soon as you realize you love something—it's almost like catching up with some great TV show on season 9, and you can go, 'oh my God, that means there's 8 seasons before this." 9/ "Whatever you learn is the tip of the iceberg. Dive underwater and find the rest of the iceberg." 10/ "So listening to Stevie Ray Vaughan brought me back to people like Kenny Burrell and Albert King and Jimi Hendrix and Elmore James. So it became this family tree growing out of my CD player." 11/ "I came up with these guys as like references…It’s like if you're into the NBA and you wear different jerseys and you pretend you're a different player in the driveway—that's what I was doing..." 12/ "Which is a wonderful technique for being yourself. Failing to sound exactly like the person you want to sound like is a wonderful way to sound like yourself." 13/ After watching Cory Wong play guitar, Mayer told him, "You have an anatomy thing working on your right hand. Your hand is shaped in a way—you have long fingers, very sinewy hands—that you're able to play like that. That is an example of someone making the most of their anatomical gifts... And I wish more people could embrace finding what their strengths are anatomically—the way your hand is shaped, the way your mind works, whatever—and play to those strengths." 14/ Mayer picks up an acoustic guitar and demonstrates his songwriting process. “Well, I don’t always do it,” he admitted, “because it requires a stupid bravery all the time.” “You just stare at the corner of the wall," Mayer explains then improvises some vocals, “stare at the corner of the wall / try to get it going on / but I can’t sometimes / you just keep going ’til you get something,” he stops singing. “You gotta keep forcing it, forcing it, forcing it…it doesn’t matter [what comes out of your mouth].” Follow Billy Oppenheimer for more content like this!

Billy Oppenheimer

1,382,869 просмотров • 3 лет назад

Wall Street is WRONG about Oracle. $ORCL is being pitched as the "fourth hyperscaler." The AI infrastructure play of a lifetime. 35 out of 46 analysts have a buy rating. Consensus price target is $246. The stock is at $172. Down 47% from its September high. Now let me explain what the bulls aren't telling you and why this will end HORRIBLY: Oracle's non-current debt has ballooned to $124.7 billion. Up from $85.3 billion a year ago. A 46% increase in 12 months. Total liabilities sit at $206 billion against shareholders' equity of $39 billion. That's a 5-to-1 leverage ratio on a company being pitched as a "safe" infrastructure play. But that $124.7 billion isn't even the full picture... Oracle has been using project financing structures (loans repaid from projected future cashflow) to keep tens of billions more in borrowing off its balance sheet entirely. So when analysts quote Oracle's debt load, they're UNDERSTATING the actual exposure by a meaningful margin. Interest expense jumped 32% YOY. Free cash flow is negative $24.7 billion on a trailing basis. The company is spending $48 billion a year in capex while generating roughly $17 billion in operating cash flow. They issued $43 billion in senior notes in 9 months. They are borrowing at a pace that would make a leveraged buyout firm nervous. And what did they get for all that spending? They fired 30,000 people. On March 31st, Oracle sent an email at 6 AM to tens of thousands of employees telling them their roles were eliminated. 18% of the global workforce gone in a single morning. TD Cowen estimates the layoffs save $8 to $10 billion in annual cash flow. Which tells you everything about the math: Oracle can't fund $50 billion in AI capex AND keep 162,000 people on payroll. So the people went. Net income was up 95% last quarter. The stock is still down 47% from its high. Mr. Market is telling you something. The earnings look great on paper partly because Oracle extended the useful life of its servers to 6 years, reducing depreciation expense by billions. I've been flagging this accounting game across the hyperscalers for months. It flatters the income statement while the balance sheet quietly deteriorates. Now let's talk about the $553 billion in Remaining Performance Obligations that every bull cites as the "reason" to own this stock: Roughly $300 billion of that is a SINGLE contract with OpenAI through the Stargate project. Revenue doesn't start flowing until 2027. And OpenAI itself expects to lose over $167 billion through 2028 even if it hits $100 billion in annual revenue. So Oracle is borrowing $125+ billion to build data centers for a customer that cannot even fund its own operations. And the data centers themselves are significantly behind schedule: The flagship Stargate campus in Abilene has been under construction since mid-2024. 2 years later, only 2 of 8 planned buildings are operational, covering about 200 megawatts of the planned 1.2 gigawatts. The remaining Stargate sites across Wisconsin, New Mexico, Michigan, and other locations are in the earliest stages of development. The total estimated cost to build out Oracle's 7 gigawatts of planned Stargate capacity runs around $340 billion. And lenders are already getting nervous. The Wall Street Journal reported that additional capacity at Abilene originally earmarked for OpenAI ended up going to Microsoft instead - because the banks financing the build were uncomfortable with their credit exposure to OpenAI as the ultimate customer. When your LENDERS don't trust your tenant's ability to pay, then there's SERIOUS issue. And by the time those data centers are fully built, the GPUs inside them will already be approaching obsolescence anyway. Nvidia releases new architectures annually. Each generation delivers dramatically more compute per watt. The hardware goes obsolete in 3 years but the debt used to buy it gets repaid over a much longer horizon. The AI infrastructure buildout is a treadmill, not a revolution. Oracle is the purest expression of that thesis. - $206 billion in reported liabilities. - Billions more hidden off-balance-sheet. - Negative $25 billion in free cash flow. - 30,000 people fired to fund the capex. - A single unprofitable customer behind over half the backlog. - Data centers years behind schedule. And 35 analysts saying buy. This doesn't sound right, does it?
1:22

Wall Street is WRONG about Oracle. $ORCL is being pitched as the "fourth hyperscaler." The AI infrastructure play of a lifetime. 35 out of 46 analysts have a buy rating. Consensus price target is $246. The stock is at $172. Down 47% from its September high. Now let me explain what the bulls aren't telling you and why this will end HORRIBLY: Oracle's non-current debt has ballooned to $124.7 billion. Up from $85.3 billion a year ago. A 46% increase in 12 months. Total liabilities sit at $206 billion against shareholders' equity of $39 billion. That's a 5-to-1 leverage ratio on a company being pitched as a "safe" infrastructure play. But that $124.7 billion isn't even the full picture... Oracle has been using project financing structures (loans repaid from projected future cashflow) to keep tens of billions more in borrowing off its balance sheet entirely. So when analysts quote Oracle's debt load, they're UNDERSTATING the actual exposure by a meaningful margin. Interest expense jumped 32% YOY. Free cash flow is negative $24.7 billion on a trailing basis. The company is spending $48 billion a year in capex while generating roughly $17 billion in operating cash flow. They issued $43 billion in senior notes in 9 months. They are borrowing at a pace that would make a leveraged buyout firm nervous. And what did they get for all that spending? They fired 30,000 people. On March 31st, Oracle sent an email at 6 AM to tens of thousands of employees telling them their roles were eliminated. 18% of the global workforce gone in a single morning. TD Cowen estimates the layoffs save $8 to $10 billion in annual cash flow. Which tells you everything about the math: Oracle can't fund $50 billion in AI capex AND keep 162,000 people on payroll. So the people went. Net income was up 95% last quarter. The stock is still down 47% from its high. Mr. Market is telling you something. The earnings look great on paper partly because Oracle extended the useful life of its servers to 6 years, reducing depreciation expense by billions. I've been flagging this accounting game across the hyperscalers for months. It flatters the income statement while the balance sheet quietly deteriorates. Now let's talk about the $553 billion in Remaining Performance Obligations that every bull cites as the "reason" to own this stock: Roughly $300 billion of that is a SINGLE contract with OpenAI through the Stargate project. Revenue doesn't start flowing until 2027. And OpenAI itself expects to lose over $167 billion through 2028 even if it hits $100 billion in annual revenue. So Oracle is borrowing $125+ billion to build data centers for a customer that cannot even fund its own operations. And the data centers themselves are significantly behind schedule: The flagship Stargate campus in Abilene has been under construction since mid-2024. 2 years later, only 2 of 8 planned buildings are operational, covering about 200 megawatts of the planned 1.2 gigawatts. The remaining Stargate sites across Wisconsin, New Mexico, Michigan, and other locations are in the earliest stages of development. The total estimated cost to build out Oracle's 7 gigawatts of planned Stargate capacity runs around $340 billion. And lenders are already getting nervous. The Wall Street Journal reported that additional capacity at Abilene originally earmarked for OpenAI ended up going to Microsoft instead - because the banks financing the build were uncomfortable with their credit exposure to OpenAI as the ultimate customer. When your LENDERS don't trust your tenant's ability to pay, then there's SERIOUS issue. And by the time those data centers are fully built, the GPUs inside them will already be approaching obsolescence anyway. Nvidia releases new architectures annually. Each generation delivers dramatically more compute per watt. The hardware goes obsolete in 3 years but the debt used to buy it gets repaid over a much longer horizon. The AI infrastructure buildout is a treadmill, not a revolution. Oracle is the purest expression of that thesis. - $206 billion in reported liabilities. - Billions more hidden off-balance-sheet. - Negative $25 billion in free cash flow. - 30,000 people fired to fund the capex. - A single unprofitable customer behind over half the backlog. - Data centers years behind schedule. And 35 analysts saying buy. This doesn't sound right, does it?

George Noble

58,284 просмотров • 4 месяцев назад

And that’s a wrap on First Stand !! Incoming “I ain't reading that, happy for u, or sorry that happened” post xD First Stand Gameplay - Was pretty happy with how the lane swaps and adjustments to Atakhan worked out. Don’t know the exact number), but it felt like mostly Ruinous with games of Voracious where it made sense and no lane swaps - There was a good amount of AD/AP squishy and tank mix in each role with omega gigachad Zeka pulling out the Sylas Ahri and Akali where it made sense 🙃 - Skarner and Kalista were the outliers on priority, but teams didn’t seem particularly effective with Kalista… - Skarner on the other hand; will discuss with the team about larger work on him when we get back; he’s too effective at too many things, while also being impotent for regular players - As announced yesterday by Greeley, we’re hoping to see adaptive drafts continue with Fearless for the rest of the year, I think diversity will continue to increase as teams get better at finding lines to draft that make certain counterpick/situational champs god tier after certain champs are out; it will evolve into more of a TFT/Chess style “find the optimal line to draft with the pieces given”, which the prospects are really exciting - An improvement point feels like how long it takes to end if a team gets a significant early lead; part of this is how optimal boringly slowly choking the opponent out is over 15 min, rather than changing the incentive structure so that ahead teams can make major decisive play and can end the game swiftly - Maybe an opportunity space for the future… but interested in hearing peoples’ thoughts on this First Stand Experience - It was amazing and inspiring seeing how many fans were coming out to support the teams without tickets - Not only the KC fans who flew from Europe to do a meetup watch party and it was great chatting to a few, but also what felt like an unstoppable number of college girls coming out to support HLE. I think I counted about 100 wearing HLE jackets on finals day, but it was a reminder of how integrated and mainstream popular League feels in the East - As soon as the entry to the cheerfuls (signs) opened, they all charged in to go and start drawing their cards, it was honestly quite shocking the level of dedication and enthusiasm that some of these fans had, but also awesome - I can’t possibly imagine something like that happening in the West… - We also had the honor to play in a mini Arena tournament with a bunch of LCK Legends that have I've been watching for 15 years and didn’t do too shabby; went 6th, 3rd, 2nd, but Mingyo and Sangho were too good… - It will be the first and last time I get to say I killed Pray, Smeb, Kuro, Madlife, Shy on repeat :D and the players watching on stream were surprised to see the Devs were actually pretty decent LOL, which felt nice - A fan came out specifically to play with Kuro, wearing a ROX Tigers jersey and seeing the joy of getting to meet and play with your hero, she was laughing, smiling, it must have been the time of her life; it’s just a reminder of how meaningful League can be and just makes us really inspired to keep working hard to make the game good Solo Q Experience and Balance - Outside of the work obligations, had some time to slam 20 Solo Q games; was pleasantly surprised by my level this time around, feels like I’m playing around solidly KR D2/D1 level, which is quite shocking, because it’s not like I’m Masters level on NA right now and haven’t been able to play more than 50 games in the last 6 months due to life. Probably would've won more if I wasn't such a kda player xD - Main character syndrome still feels really peak here, the person either goes 8-0 or 0-8 and is spam FF’ing repeatedly, so minimizing my enemy laner impact, scaling and playing defensively to support my jungler feels most effective even though I’m playing Ori who feels like a dog champ on this server, since it’s so hard to actually land QW on anyone due to their mechanics and it’s risky to walk in river and so easy to die to ganks - Moving to help jungler in lost fights to avoid mental boom is the only thing that I’m finding annoying, some of these fight selections feel extremely perplexing, like Zac wanting to fight Lee at first scuttle with no prio and I end up having to sac my lane half the time to prevent them from AFK’ing or soft inting because I didn’t move, it’s super annoying… - Every post game chat also feels like at least 3 players are writing their PhD thesis, which is somewhat amusing, but also really unfortunate… - It feels like Lee Sin or Viego are in every game with a 30% pickrate, so if you can prevent the team from throwing and always follow them around and play secondary, they can carry, whereas on NA, Lee Sins in Diamond can't carry and suck relatively (ping hurts as well), so it’s not like you can play around them reliably - It was interesting to feel again for myself just how different these champs feel in their balance state across servers, indeed in one of the press conferences there was a question about balancing decisions making no sense for the state of the champ on KR server. I can see why KR players get angry when we buff Lee because the other regions suck at him, he unironically feels 2-3% winrate stronger on KR server, same with Jayce who has a monstrous pickrate here as well - We even almost buffed Lee Sin for First Stand because he’s been pretty absent from Pro, so I’m actually not quite sure what we’re meant to do about that… - The other thing that I forgot was how good it was to play on 2ms ping. I’m not sure whether it’s net positive for the person dodging or the person hitting, but since I mostly play immobile mages, it feels like I can dodge line skillshots and range leash people more effectively, which makes Mages feel so much better, though it also means it’s extremely hard to QW tag someone in a teamfight as Ori, let alone hit them with R - I’m curious if any people have done any analysis on this - I also attached typical KR Lee Sin penta 😅 Anyway, back to NA tmrw, lots of work to do
0:51

And that’s a wrap on First Stand !! Incoming “I ain't reading that, happy for u, or sorry that happened” post xD First Stand Gameplay - Was pretty happy with how the lane swaps and adjustments to Atakhan worked out. Don’t know the exact number), but it felt like mostly Ruinous with games of Voracious where it made sense and no lane swaps - There was a good amount of AD/AP squishy and tank mix in each role with omega gigachad Zeka pulling out the Sylas Ahri and Akali where it made sense 🙃 - Skarner and Kalista were the outliers on priority, but teams didn’t seem particularly effective with Kalista… - Skarner on the other hand; will discuss with the team about larger work on him when we get back; he’s too effective at too many things, while also being impotent for regular players - As announced yesterday by Greeley, we’re hoping to see adaptive drafts continue with Fearless for the rest of the year, I think diversity will continue to increase as teams get better at finding lines to draft that make certain counterpick/situational champs god tier after certain champs are out; it will evolve into more of a TFT/Chess style “find the optimal line to draft with the pieces given”, which the prospects are really exciting - An improvement point feels like how long it takes to end if a team gets a significant early lead; part of this is how optimal boringly slowly choking the opponent out is over 15 min, rather than changing the incentive structure so that ahead teams can make major decisive play and can end the game swiftly - Maybe an opportunity space for the future… but interested in hearing peoples’ thoughts on this First Stand Experience - It was amazing and inspiring seeing how many fans were coming out to support the teams without tickets - Not only the KC fans who flew from Europe to do a meetup watch party and it was great chatting to a few, but also what felt like an unstoppable number of college girls coming out to support HLE. I think I counted about 100 wearing HLE jackets on finals day, but it was a reminder of how integrated and mainstream popular League feels in the East - As soon as the entry to the cheerfuls (signs) opened, they all charged in to go and start drawing their cards, it was honestly quite shocking the level of dedication and enthusiasm that some of these fans had, but also awesome - I can’t possibly imagine something like that happening in the West… - We also had the honor to play in a mini Arena tournament with a bunch of LCK Legends that have I've been watching for 15 years and didn’t do too shabby; went 6th, 3rd, 2nd, but Mingyo and Sangho were too good… - It will be the first and last time I get to say I killed Pray, Smeb, Kuro, Madlife, Shy on repeat :D and the players watching on stream were surprised to see the Devs were actually pretty decent LOL, which felt nice - A fan came out specifically to play with Kuro, wearing a ROX Tigers jersey and seeing the joy of getting to meet and play with your hero, she was laughing, smiling, it must have been the time of her life; it’s just a reminder of how meaningful League can be and just makes us really inspired to keep working hard to make the game good Solo Q Experience and Balance - Outside of the work obligations, had some time to slam 20 Solo Q games; was pleasantly surprised by my level this time around, feels like I’m playing around solidly KR D2/D1 level, which is quite shocking, because it’s not like I’m Masters level on NA right now and haven’t been able to play more than 50 games in the last 6 months due to life. Probably would've won more if I wasn't such a kda player xD - Main character syndrome still feels really peak here, the person either goes 8-0 or 0-8 and is spam FF’ing repeatedly, so minimizing my enemy laner impact, scaling and playing defensively to support my jungler feels most effective even though I’m playing Ori who feels like a dog champ on this server, since it’s so hard to actually land QW on anyone due to their mechanics and it’s risky to walk in river and so easy to die to ganks - Moving to help jungler in lost fights to avoid mental boom is the only thing that I’m finding annoying, some of these fight selections feel extremely perplexing, like Zac wanting to fight Lee at first scuttle with no prio and I end up having to sac my lane half the time to prevent them from AFK’ing or soft inting because I didn’t move, it’s super annoying… - Every post game chat also feels like at least 3 players are writing their PhD thesis, which is somewhat amusing, but also really unfortunate… - It feels like Lee Sin or Viego are in every game with a 30% pickrate, so if you can prevent the team from throwing and always follow them around and play secondary, they can carry, whereas on NA, Lee Sins in Diamond can't carry and suck relatively (ping hurts as well), so it’s not like you can play around them reliably - It was interesting to feel again for myself just how different these champs feel in their balance state across servers, indeed in one of the press conferences there was a question about balancing decisions making no sense for the state of the champ on KR server. I can see why KR players get angry when we buff Lee because the other regions suck at him, he unironically feels 2-3% winrate stronger on KR server, same with Jayce who has a monstrous pickrate here as well - We even almost buffed Lee Sin for First Stand because he’s been pretty absent from Pro, so I’m actually not quite sure what we’re meant to do about that… - The other thing that I forgot was how good it was to play on 2ms ping. I’m not sure whether it’s net positive for the person dodging or the person hitting, but since I mostly play immobile mages, it feels like I can dodge line skillshots and range leash people more effectively, which makes Mages feel so much better, though it also means it’s extremely hard to QW tag someone in a teamfight as Ori, let alone hit them with R - I’m curious if any people have done any analysis on this - I also attached typical KR Lee Sin penta 😅 Anyway, back to NA tmrw, lots of work to do

Matt Leung-Harrison

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