From the video

there's no question that the Persaw Reed Downs group of 99th to 120th overall in consensus ADP. Obviously reception perception data tells a really different story than those guys just being kind of, you know, throwaway players... I'm going to be higher in the market on those three guys.
STACKED’s take
Positive signalValue
Nacua undervalued at 99-120 ADP; reception data tells different story.
Matt Harmon views Puka Nacua as part of an undervalued group (Nacua/Reed Downs) being drafted in the 99th–120th overall consensus ADP range. Harmon notes that reception perception data tells a "really different story" than these players being throwaway options, and he explicitly states he will "be higher in the market on those three guys," indicating he views them as undervalued relative to their actual production metrics.
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