JayFromTheBay

@LombardiHimself @KevinAMolina We should evaluate as fans once snaps are played over the next 2 seasons …until then we hope these guys make an impact. I trust the coach and staff to do what is best for team.

@PFF Really ? What will their record be according to Vegas?

The Cleveland Browns had an A+ draft

@Vietpride218 @StUofA @AJGullotta @sfdata9ers @JavierVeg_ Only thing that matters is Win loss …and total portfolio return …this another 5 yr extension coming for Kyle and team

@StUofA @AJGullotta @jayagarwalsf @sfdata9ers @JavierVeg_ You can win in spite of a poor draft track record. The better question is, what picks in the past four years have been worth their draft slot and have actually been strong contributors? Sure, the draft is a crap shoot, but that doesn't mean you can miss consistently

#SF selects LB Jaden Dugger at No. 154. He ranked No. 302 on the consensus big board, making this a 148‑spot reach.

@LombardiHimself Totally agree we just have to hit on one NVDA or Google like Warner little etc …portfolio total returns matter …I.e. record end of season / playoff pushes / Super Bowl

Given the draft’s crapshoot nature, building a roster is like building a stock portfolio… obsessing over individual positions is only the hobby of those who don’t consistently make any money. Successful teams focus on portfolio-wide success. Can’t argue with the 49ers’ track record there. They’ve had one of the NFL’s best and deepest rosters year in, year out. They even won 13 games last season in the midst of a mass injury event. Facts matter more than feelings

@Coach_Yac lol Lawrence will not be available at 58 ..27 or nada

My final mock draft for the 49ers

@danielisdizzy $NVDA PEG is a head scratcher

MAG 7 5 Years PEG Ratio: $NVDA: 0.72 $META: 1.13 $MSFT: 1.33 $AMZN: 1.81 $GOOGL: 2.34 $AAPL: 2.43 $TSLA: 5.87 Valuation dispersion is massive. The market is mispricing some of them.

@NinerNick_22 cooper will be long gone by 27…will be an edge at that spot Lawrence or Faulk

We rockin with this one ?

@StockSavvyShay My total portfolio has only NVDA, AMZN, GOOGL, Broadcom, and TQQQ

Bill Ackman says diversification protects you when you don’t fully understand what you own but concentration becomes an edge when you do. Once your best ideas get diluted, outperforming gets a lot harder which is why his top 3 to 4 positions make up ~50% of the portfolio.

@greg0silver @sportslarryk I will be back listening when you go back to NFL coverage …everything else is a yawn

Join me and @sportslarryk for the next four hours to talk a little Chapman-Schmitt disconnect, Sharks staying in the fight, NFL draft three weeks away & more! 📞 415-808-5627 to join the conversation youtube.com/watch?v=laqIuc…

LET’S GOOOOO!!!!! #BangBang @49ers

@sportslarryk You clearly should not have the job you have

Would you as a #49ers’ fan endorse Nick Bosa and a pick or Bosa and Renardo Green for Jalen Carter? I would.

@JohnMiddlekauff Congrats

On the bright side, my 3 day old son won’t remember me hammering the 49ers moneyline in seattle

@CamInman Excellent news…let’s go

49ers defense gets veteran help DL Yetur Gross-Matos activated from Injured Reserve CB Eli Apple, LB Eric Kendricks activated from practice squad

@dee_bosa Sad

San Francisco’s once premier shopping center (Westfield mall) the Sunday before Christmas

@DanielLurie @SFGiants Fantastic

The @SFGiants just bought the Curran Theatre, sending a powerful signal of confidence in downtown and Union Square. Arts and entertainment are central to our city’s comeback. This is great news for our city. sfchronicle.com/entertainment/…

@BontaHill And I don’t see any franchise giving him anything other than a minimum deal

Lost in the BA fiasco was the rapport he had with Brock Purdy. Some of the dip in Purdy’s production can be attributed to BA’s absence over the last two seasons. BA was a good WR who improved each season, but now he’ll be linked to signing one of the worst contracts in franchise history.

@Schultz_Report 49ers

🔥 Jersey Giveaway! 🔥 I'm giving away an NFL jersey of your choice for every TD (passing/rushing) Patrick Mahomes has on SNF. Rules: 1. Follow @Schultz_Report 2. Like this post 3. Reply with your team

Green Bay + Chiefs Win are good for the Faithful today. We need to take care of business Sunday #FTTB

@StatsOnFire Kyle will be here another 10 to 15 years minimum …lynch is not going anywhere unless he voluntarily chooses to

I think it’s clear that Kyle Shanahan can best serve the 49ers as the head coach. The days of him having more say than that need to be over if the 49ers are going to thrive going forward. That said, Lynch shouldn’t be the GM. They need someone new to lead the organization.