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BrewerFan

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Everything posted by BrewerFan

  1. Mine blocks nothing. But, it's probably my fault. I've used it for so many things over the years... a free trial with Max or...whatever it is, and they're obviously selling that information.
  2. They look at your career, but they weigh your most recent season the heaviest. He will get a healthy raise, but more importantly, unless the Pirates think he's washed, why would they move off him? Next year should be a year they're targeting to try and start competing. With Skenes, Jones and then three more young arms, power arms in AAA. That window is opening and they're going to be competitive moving forward.
  3. Yeah, I'm not a trader, but the stocks that I am a bit more knowledgeable about or familiar with, I tried to scoop up on the 5th. I didn't have a lot of dry powder, but NVDA dropping to 92? Bought a few hundred shares of that in the 90s...I was a bit nervous as I'm already way too heavy there, but sold at 128.50 before earnings(which I was positive I'd regret, I just always want to have some liquidity in case something silly happens. I'm looking at SMCI right now. I think they're going to come back strong. META...I was going to sell at 500, but we went right past that. Got into AVGO that week. I'd been looking for an entry point there. I did take the 5th/6th to put another 7500 into an account I'd started for my Nephew. Well, accounts. 529 and then a custodial where I can invest in a little more growth, but I was a little tentative as back then, we weren't sure how long or bad it was going to be. Just had a bad Jobs report IIRC and the Carry Trade...obviously, with hindsight, we'd all be rich. Right now I'm just trying to plan my next steps. Financial institutions thrive after rate cuts, so I'll look there, but Sept is the worst month, and then you add two very different markets based on the President.
  4. Yeah..."call ___(insert incumbent elected official) and tell them to stop letting kids die from Fentanyl." The text messages are annoying also...and relentless.
  5. Oh...damn, you'd hate me as a friend then! When I owned rental properties, I had an email that I checked daily, but my personal email, I'd have 2K in there. I'm probably at 750 and 200 are work related in some way(various reports I don't care about or need to see, but I have to mark read). work-related. I'm on a family plan for my personal phone...this number dates back to HS, so it's still in my Dad's name, so I get 15 spam calls a day from that, I get another ~10-12 work and 5-6 personal, so I don't answer save for a couple that have unique ring tones, but I'm bad with that also. And if you message me on FB, probably gonna be a week or two before that gets read.
  6. He looked pretty fluid as a receiver, but we do have Kraft and Musgraves. Feels like we want our #3/4 TEs to be more physical and contribute to STs. Maybe that was a weakness with Wilson. I don't know, I didn't watch that closely...hard to tell when there's no cohesive offense...your doubles or whatever, it's just not the same as working with an offense that plays together. Rumors about the Packers going after Huntley who was cut by the Browns...possibly cutting Willis(I've mainly seen it from Bukowski who comes up with some FF-type ideas, but this may be decent).
  7. What's the expression? Short-term voting, long-term weighing? After taking a little more time to digest the numbers, I think it's really just about the Blackwell delay and the deceleration of growth. Blackwell is probably going to bring in 40B in Q4(assuming it's in full production). But the margins dropping a bit and Huang guiding for lower margins in Q4 probably due to Blackwell...I think it's just going to be a lull. You grow 1000% in 2 years, I guess you need more than a 3.8% expectations beat. Still very bullish about them for the next 12 months. It's also hard to be mad at TSM raising prices as I own TSM stock as well. 3% GDP growth! Inflation coming down...pretty strong economy for all the Bears calling for a recession.
  8. Man, bad day for us! Stock announces a 50B buyback. They beat on the top line They beat on the bottom line They guide better than expected Blackwell, projected to help them generate 200B in revenue in Fiscal '26 And NVDA down 8-9% after hours. When you grow that fast, you can't just beat by 1.5B or ~4%, it has to be much higher. Gonna be a bad day for tech tomorrow(maybe, I never actually know what the hell the market will do from day to day). But if there's a huge overreaction and it gets down into the 100-110 range, I'll load up on more. Otherwise, AVGO...and then...IDK, more AMZN and IWM.
  9. They have a little room to move with the veterans with 2+ years on the PS, but it's pretty much a set scale now after the last CBA. https://www.patspulpit.com/2024/8/28/24230532/patriots-2024-nfl-practice-squad-explainer
  10. Yeah, it'd be hard to let a WR like Lamb leave, but he'd have to be pretty damn special. Dallas has major problems with the middle of that defense though. They're not going to change until they stop the run and don't have to rely on Dak to carry them in the post-season.
  11. They can give them a little more, but I thought there was a limit to how much they could give him. Veteran players could earn another ~10-15K a week, but they're capped out at ~380 for the season and that's for the veterans. I know they just negotiated raises for PS players, but I thought it was capped based on service.
  12. I THINK they kept 12 DL to start the season...maybe 2 years ago? Maybe it was 3. But I thought in back to back years they kept 11 and 12 with one year Ford, Garvin, Tipa Galea...there's always at least one area they start out with a couple extra players and then with a little roster manipulation they get it in line. Could want extra DL just for week 1 in Brazil or because someone is banged up. Mosby played great, but...so did AJJ. It's not so much Ballentine OVER King, it's a 6th DE over King. And sure, he struggled, but when he was struggling, he was in the middle of the field with the 3rd team D playing man coverage. That's a hard cover for Jaire, Stokes or anyone. But, they definitely tested him. I hope he's back. I know some thought he may be more of a 3rd safety/slot type and...this wasn't a good year to try and make the team in that role, but still. Johnson Jr is still more surprising. I better see Anderson making a LOT of plays on STs as I saw Johnson blowing guys up on STs as well as filling in the run game.
  13. Yeah, the TB kicker was FSU's Aguayo. He was great in College and hit big kicks... Edit-Link about Aguayo https://www.profootballhistory.com/roberto-aguayo/ We did have 13 picks in the Carlson draft and he was a 6th. We've also cut 5 of the last 8 picks in that draft now with Clifford, AJJ, Dubose, and Lew Nichols. Cade York was another really good College Kicker drafted recently...it's just hit or miss, but a guy who has the physical ability and kicks a game-winner in the Iron Bowl, as big as THAT is down there... it's hard for me to get too upset about the pick. That SF kick...you can't put that one on him. The FB was tiled away from him. He had plenty of chances to fix that...and the Packers have to have fixed their overall kicking unit.
  14. Sure, that always happens, but I really don't understand the DBs. They have to be REALLY confident in Stokes and not high on Johnson or King. Anderson is the exact type of guy who I would think you could have cut, put on the PS and then activated if he was that important to the success of the STs. I also have trouble believing he's that much better on STs than Johnson in particular who looked really good covering kicks(plus the scoop and score, though that was more right time/place). I would be surprised to see both the CBs back. WR, Heath is another guy who's really good on STs, but Dubose looked good as well. Pratt doesn't sound like he's going to be invited back. That seems extreme to me for reasons I mentioned, but I'd guess practice plays as big of a role a the games. Otherwise, nothing to shocking. Mosby and Cox making it is a little surprising, but they always have at least one position like that.
  15. That's the one area he's really good. Picking up blitzers and as a receiver out of the backfield, he's also better in open space...which is counterintuitive. Most College Kickers either have poor FG% or they don't really attempt any longer FGs. I think even Tucker was a guy who didn't start for a few years and only had a ~83% FG% at Texas. Joseph was under 70%...so was Crosby at Colorado and then there was that incredible kicker from FSU Aguayo hit...like 30 in a row when FSU was great the last time and was awful. Kicker's a weird position where it's tougher to project to the NFL than most people would probably think. Moody was a guy I really wanted, but SF used a 3rd on him and he was great at Michigan...but terrible away from Michigan(or at least not good).
  16. They don't have to really do anyThn thing to just keep Parsons other than pay him. Lamb's deal is now a 6 year deal. Not that big of a signing bonus. They'll just add voids and restructure it a few times. They're still 20M under the cap and 30M under the '25 cap(So that'll be 50M with the carry over) and a ton of cap space the year after. ~21M of that is already going to Parsons. I'd expect he'd get a similar deal to Lamb, maybe more. You can(and people definitely have) argued they shouldn't. Especially since Dak is going to get the biggest deal in NFL history, but Jones has plenty of cash to keep them together.
  17. This all started with Adams IMO. Then Hill. WR contracts are just so out of control at this point. One WR cannot be worth 34.5M a year, right?
  18. They'll definitely pay Parsons. Dak is the bigger problem for them. They can't tag him this year...though it'd be insanely expensive, but they don't even have that leverage. So it's pretty much pay him 60M a year on another 4 year deal or move on. I think Dallas would be fine if they could just fix that run defense. We jumped on them last year, they couldn't stop us from gashing them with the run, then that opened up the whole playbook, Dak starts pressing to try and stay in a shootout and it's over. Dak is good enough to win if their D can keep them in the game and he doesn't have to win a shootout, but they remind me of the Packers in Rodgers last 7-8 years...except he could at least keep us in shootouts. Oh well, I mourn for the honorable Jerry Jones and that fantastic Fan Base!
  19. Yeah, I thought it was pretty much his job until that kick. I missed that he was cut. So I guess we're going with Joseph?
  20. Yeah, it worked out great for them. But Bates is still with Detroit. Maybe this international pathway kid can get consistent real quick?
  21. Detroit tried this(as did we, but he picked them). He was not good. They'd probably be happy with Joseph or Carlson at this point.... (I didn't read the whole article, but he's struggled and I'm guessing they cover that). https://www.sportingnews.com/us/nfl/detroit-lions/news/jake-bates-proves-detroit-lions-another-option-kicker/ba1d98f9e812ac0410a03362
  22. The kid was impressive, but 75% in camp. I guess that's not the end all, but...it feels like if we were going to go after him, the Malik Willis trade would have included him. Unless we're hoping he gets cut and makes it to the Packers? Someone help me with this. The Waiver claim has nothing to do with AFC/NFC like Baseball, right? Just based on last years record and then if you make a claim you move to the back of the line?
  23. It could. I think they were just trying to not show anything in the pre-season, but I think the goal will be to have someone kick a line drive that hits the ground(play starts when they catch or the ball hits the ground). I I wouldn't think they'd just want to start at the 30 every time given the differences in your chances of scoring going up I thought it was nearly 5%, but I don't remember exactly. But enough that I don't think they're going to just cede that. That said, they were having Wheelan kicking off a bit. If you just need someone to try and drill a squib kick as hard as you can so that it lands in the zone and makes it a little more difficult to field, you should be able to get that from him? I don't know if that helps Crosby(or if he's even staying in shape and wanting to come back). I just know they can't afford to miss another...7 PATs and 7 FGs...mostly in the range that the rest of the league is...I'd guess ~90% or higher.
  24. Just watching a very little bit of his pre-season snaps, it looks like his strengths mesh with MLF's scheme... Hit a couple of nice throws off our PA on that outside boot, getting out in space. We watched the Vikings roll out a WR in a playoff game and they were fairly competitive with the Packers, so for a short period, I think he can keep us in a game or two. He threw a really nice deep ball in his last game. But no, if you'd have said we were bringing in a Titans QB, I'd have thought it was Tannehill. Experience with MLF's system, was pretty talented, and athletic, he was a really good QB for a stretch. Right. His issue has been the intermediate kicks. Again, that Bates that people were excited about(for good reason) after making a couple FGs from 60+ has been really bad in Detroit, so we're going to have competition if there's a kicker on the market. The Titans have a young kicker who had a memorable last preseason game with a 59-yarder and a game-winner. But he's 75% in camp. Nick Folk is 40, but...you'd think they'd be in the same position we were last year. They're unlikely to be competitive. I know some were hoping we'd make a trade there for Narveson(Packers beat writers if that matters😉). Makes me wonder if the Packers may consider an old reliable(mostly) vet. Would it really be crazy to try and get Crosby back in here? Again, he's older, but kickers generally age well. I think we'd have likely kept him around last year if we thought we'd be competitive and he's certainly proven in big spots. I really thought with another off-season, we'd get the kicking issues sorted away. Carlson has just looked like an IFer or someone with a throwing problem. When he has to let it rip and make a big throw, he's pretty damn good, but other times he looks like he's aiming it and is erratic. I guess outside of hoping we can find someone better, we just have to hope he can get his confidence and get on a roll. That, or the Titans keep the young guy and we get Nick Folk. And I hear SF is having trouble with their LT. Older guy, 77M left on his deal, not guaranteed. Maybe we give them a 6th!
  25. I don't know, more talent? If you need a backup QB, you have a better chance as you can rely on the run game more? Willis is physically talented and maybe they think Clements can get him to be a good enough backup? He was a projected 1st rd pick...for what it's worth. He's a good enough athlete that they could use him in some gimmicky plays perhaps? I'd have thought OL/K would have been bigger targets, but, we'll see. This is a little surprising.
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