From the episode

If Michael Penix is the quarterback, last year with Penix, Drake London was like legitimately a top five wide receiver in fantasy... I would say if Michael Penix is starting, I think it's fine to take Drake London as like at the end of the second round.

STACKED’s take

Positive signalProjection

London is a late-second/early-third round target if Penix starts.

The source views Drake London as a high-upside talent who was a top-five fantasy receiver with Michael Penix last year. While Tua Tagovailoa's play style is a poor fit, the source believes Penix is likely to start, making London a viable target in the late second or early third round. If Tua were the starter, London's value would drop significantly to a fourth-round pick or lower.

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