From the episode
Isaiah Likely is one of the best tight ends in fantasy football right now and it doesn't seem like that's going to change. I think where I messed up was I didn't give enough credence to some sort of variance in what could happen with the offense and how many pass attempts there could actually be.
STACKED’s take
Likely's role concerns and Giants passing projection proved too pessimistic; he's now elite.
The source was bearish on Isaiah Likely's price in all formats for 2026, citing concerns about his role with the Giants. Likely is not an in-line tight end but rather a big wide receiver playing the least snaps in-line of any tight end in the NFL, raising questions about his availability in goal-line formations where tight ends must block. The source also worried about competition from Malik Nabors, a target-dominant player, and projected the Giants to be run-heavy under Jackson Dart. However, the source was wrong: Likely has become one of the best tight ends in fantasy football. The source's miss stemmed from underestimating offensive variance (Dart could improve and the offense could pass more), not accounting for the coaching change's impact, and failing to recognize how poor the rest of the Giants' pass catchers were, forcing the team to make Likely target-dominant by default.
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