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note: the biggest thing before we dive into this special issue is that as soon as the licensed topps products drop around october, these players' bowman chrome or panini donruss collegiate cards lose close to 10x their value. that’s what history has shown us. as soon as licensed nba rc’s come on the market all the value and demand drives there. so, having said that, unless you hold an ultra-rare or significant auto from the bowman chrome or panini donruss collegiate sets, sell them. the exit window is before the topps drop in october. there is logic behind holding ultra rare or significant for the long-term, as they will hold some value when the legacy of those players begins to form.
i’ve been busy watching and studying the markets + narratives surrounding the new nba draft class to begin setting up our strategy for buying into their markets when the new topps sets begin dropping around october. below is my breakdown of each player, my thoughts, their scouting reports, collegiate stats, and narratives leading into their first nba season with their team. when i could i compared these current stars to past players rookie years so we can begin to form some idea of a potential model for what will happen with them. history never repeats, but it does rhyme: and that’s the goal here. at the end of each players profile you will see my personal verdict on our stance here at rookie heat au, and why.
scouting. aj has been viewed as the prize archetype. he’s an oversized two-way wing who creates his own offence who has elite elevation and transition explosion, is comfortable shooting off the dribble, finishes lobs and dunks through contact. potential downside is a high/loose handle that can get away from him, and the real one, he was close to a non-factor off the ball on both ends. spot-up consistency and off-ball defence are the growth areas.
college. 25.5 ppg / 6.8 reb / 3.7 ast / 1.1 stl, 51.0/33.1/77.4, 35 gp. led the nation in scoring, total points, fg made and ft made. julius erving award (nation's top wing). dropped 43 on utah (byu freshman single-game record).
summer league. just dropped 27/7/2 on 7/18 with 1 turnover, 2 steals and a block. solid first outing as he outdueled darryn peterson, but shooting 0/5 from three is significant.
pre-rc market (strongest in the class).
verdict. personally, i am treating aj the same way i treated cooper flagg last year. he’s going to be the #1 for demand and liquidity, especially after outdueling peterson in their summer league 1v2 matchup. he has the strongest narrative due to being the #1 pick, and that translates across into the markets perspective of him. he’s going to start on the wizards, which increases his narrative even more as well. our key is going to be numbered parallels and other mid-tier cards in the $20-$150 range. we’re going to leave the bigger cards to the people who want to play the higher risk games.
scouting. elite shot-creator with one of the deepest scoring bags in the class. can score at all three levels with pull-ups, step-backs, movement shooting, and self-created threes. strong ft generation. the question marks are (a) durability/medical: a full-body cramping issue (preseason hospitalisation), hamstring and ankle problems that cost him games, and (b) his mentality.
college. 20.2 ppg / 4.2 reb / 1.6 ast / 1.4 stl, 43.8/38.2, 24 gp. 2nd-team all-big 12 + all-freshman despite the missed time.
summer league. played in the salt lake city classic, dropping 28 points (18 in the second half, go-ahead 3 in ot) leading the jazz past atlanta 103-102; added a double-double vs memphis; jazz finished 3-0. one of the loudest slc performances of the week.
pre-rc market.
verdict. honestly, i wasn’t too sure on peterson. he has that high-volume shot taker archetype with not much else alongside it. today’s game vs washington where he drew 9 fouls and shot just 6/18 with 3 rebounds, 3 assists, and 8 turnovers is a glance into the potential “mindset” worry people have suggested. having said that, this narrative forming around him of “kobe and mcgrady” is interesting from a market perspective of him. there is hype around him, so we’re going to be buying early with the sole exit window of turning it around as quick as possible. yes, he will start for the jazz. yes, the jazz look solid this year. but there’s performance issues concerns i see for him at the nba level and keyonte, lauri, and jjj will likely carry the team early. i am open to be proving wrong here.
scouting. offensive dynamo with post scoring, perimeter shooting and high-level playmaking from the forward/centre spot, elite motor and strength, high iq (4.1 ast to 2.5 to). comparisons have floated toward similarities with alperen sengun and young kevin love.
college. 22.5 ppg / 10.2 reb / 4.1 ast, 55.6/39.1/78.9, 38 gp. consensus national player of the year (wooden, naismith, ap), acc poy + roy, national champion, acc tournament mvp.
summer league. played in salt lake city classic. 15 points on 7-11, 4 reb / 4 ast in his debut; grizzlies crushed okc 111-74.
pre-rc market (high-end, thinner volume).
verdict. my personal strongest buy of the entire class, but it’s a long-term exit window. bigs markets tend to move slower than guards (look at jokic vs sga/luka/ant even though his legacy is better), but boozer is showing his maturity and is already being positioned as the face of the grizzlies. i am very okay with a slow start and poor initial narrative here as if healthy all season, he finished all-nba rookie 1st team and sets the foundation for strong future growth. trajectory will potentially model derik queens last year, but with more consistency. this means more consistent demand and volume throughout the season, not just patches.
scouting. explosive, highly mobile 6'10 forward who plays above the rim with elite play-finisher (68% at the rim on real volume), multi-position defensive tools. two clear concerns in his shooting (25.9% from three on tiny volume) and an inconsistent motor on defence.
college. 19.8 ppg / 9.4 reb / 2.7 ast / 1.4 blk / 1.5 stl, 57.8/25.9/71.3, 24 gp. 2nd-team all-american, 1st-team all-acc, acc all-rookie. first unc freshman since hansbrough ('06) to earn 2nd-team aa.
summer league. plays his first game tomorrow.
pre-rc market.
verdict. i love the fact he’s had a strong collegiate market. that’s strong signal on the markets perspective of him. i am buying in with two gameplans: a short-term exit window and a long-term hold for a future breakout. i personally like to stick to 1-2 guys on each team, and for me the bulls market is giddey (aus ties) and buzelis. i expect wilson to be strong all season and have his moments, but because of the team + playstyle + new head coach, i am sensing a 2nd/3rd year breakout happening here unless he shows consistent signs of a jumpshot on offense. i honestly see his trajectory being like his teammate, buzelis, but with more early expectations due to going #4.
scouting. 6'6 combo guard, elite shooter off the dribble and the catch, advanced pace/craft/feel for his age. the rise from overlooked recruit to lottery was a final four story. knocks: thin frame, and a real lack of explosiveness / quick-twitch athleticism — very low steal/block rates (0.9 stl, 0.4 blk).
college. 17.9 ppg / 5.1 reb / 4.2 ast, big ten freshman of the year, final four run.
summer league. played today vs sacramento. 7pts (1/7), 2 rebounds, 1 assist, 1 turnover.
pre-rc market.
verdict. wagler was honestly a surprise pick here. he was a late riser so his pre-rc autos that exist in bowman product have not seen liquidity form yet. this is a very, very, very strong watch for me with a heavy lean toward passing. he was underwhelming in his debut today with just 7pts (1/7), 2 boards, 1 assist and 1 turnover. he is worth watching through the entire summer league, but there’s not much positive narrative around him due to the “shock trade pick” at this number and his debut showing. one game doesn’t mean a whole lot, but this is something to watch.
scouting. shooting is the foundation — clean mechanics, hits off catch and dribble. one of the best pace-manipulators in the freshman class, good ball-screen feel, active hands. knocks: slender/weak, efficiency questions (41.0 fg / 34.4 3p), a lingering back injury that capped him at 21 games and cost him the ncaa tournament, and avoidable turnovers.
college. ~18.2 ppg / 4.7 ast, 41.0/34.4, 21 gp.
summer league. played california summer classic with 10 points / 4 ast in his debut vs warriors blue; nets fell to sacramento 79-76 on a late three.
pre-rc market (soft for a top-6).
verdict. a strong pre-rc market and a few highlight plays that i’ve seen a lot on social media. i really, really like the look of his game, but this is a watch situation as there’s no certainty around his role in brooklyn. if he starts, he becomes a buy where i am definitely looking at a short-term exit window and potentially considering holding some stock longer-term for the all-star break. why? i liked what he showed in his first summer league game. he has the playstyle the market loves in a guard and i can see highlight narratives around him forming from a playmaking perspective. trajectory reminds me of what we saw in jeremiah fears last season. will play a lot on a non-competitive team that may shock some people and be better than expected.
scouting. one of the best freshman scoring seasons on record — three-level shot-making, the best floater in the class (46% on 65 attempts), pnr bread-and-butter, near 3:1 assist-to-turnover. knocks: defence (dies on screens, beaten off the dribble) and average top-end athleticism.
college. 23.5 ppg / 6.4 ast, 44.0% 3p, 60.4 ts, 36 gp. sec player of the year + rookie of the year, consensus 1st-team all-american, bob cousy award. set arkansas single-season points and assists records.
summer league. played californian summer classic. 25 pts vs brooklyn, 22 pts (+2 blk) vs milwaukee. his 23.5 ppg, the highest of any player at the california classic.
pre-rc market (panini donruss, not bowman).
verdict. this guy is my dark horse for this draft class. 19/3/7 with 2 steals and a block. the kings need a point guard, and this guy is as competitive, tough, and gifted as they come. honestly expected him to go above wagler and brown jr. will step into a starting role alongside nique clifford, sabonis, and maxime raynaud. the youth of this roster is the risk, but i see acuff jr’s playstyle and highlights taking some attention away from higher picks. this guy is my kon from last year, the unexpected shock who performs and the market flocks too. so yeah, we’re buying in more than other players.
scouting. arguably the best pure point-guard prospect in the class and the best defender among the lottery guards with his rim pressure, real passing, defensive playmaking. frame still needs to fill out.
college. 16.1 ppg / 5.2 ast / 4.1 reb / 1.5 stl, 48/39/85, 37 gp. consensus 2nd-team all-american, 1st-team all-big 12; first houston freshman ever to earn all-america honours.
summer league. played in salt lake city classic. 14 pts / 9 ast / 4 stl in his debut; through two games 26 pts / 14 ast / 5 stl showing an elite playmaking/defensive line.
pre-rc market (panini donruss).
verdict. this pre-rc market is modest for a top-8, but it makes sense as playmaker-led profiles rarely lead, that’s for the pure scorers. this showed in his summer league debut today where he only took 7 shots but had 8 assists, 1 steal, and 1 block on just 1 turnover. love him as a player but don’t love him as a potential rc market buy. the hawks narrative will carry him, but cj mccollum is blocking his path and the demand will flow into the pure scorers who were drafted above him. i see this being a nique clifford style trajectory where he might have a run during the season that sees a spike occur, but nothing consistent.
scouting. pro-level strength and tools. had the highest max vertical among forwards at the combine (39"), 8'11 standing reach, defensive versatility, efficient finishing, rebounding and screening. the offence (touch, confidence) is the developing part; jumped from 7.0 ppg as an illinois freshman.
college. 13.2 ppg / 7.3 reb / 1.1 blk, 62.5/36.4/77.3 (michigan, transfer from illinois).
summer league. debuted today with 27/8/3, 3 steals and 2 blocks.
pre-rc market.
verdict. was a surprise selection at this point, but his debut performance today showed glimpses of why. my question is “how competitive are the mavs this season” and “where does the market demand go when it comes to the mavs?”. a lot of it goes to flagg. a lot. the narrative will likely only ever be “he’s helping”, not “he’s leading”. we’re investing capital into other players.
scouting. scoring guard with a real shooting stroke and steal production; efficient three-level freshman year.
college. 16.1 ppg / 4.9 reb / 2.4 ast / 1.5 stl, 49.1/39.1/80.5, 39 gp. hm all-american, 1st-team all-big 12, all-freshman.
summer league. played california classic with 12 points in his debut vs sacramento.
pre-rc market (bowman u).
verdict. market was surprisingly active for a #10 pick. the thing i cannot get past here is he’s playing behind ryan rollins and kevin porter jr + the bucks will likely be mid with giannis. honestly, if i am buying into bucks players i am buying into kel’el ware if he gets starting minutes. when he gets them, he’s a double double threat with rim protection to rival wemby.
scouting. malleable combo forward who does a bit of everything. scoring versatility, connective passing, defensive playmaking, rebounding, 64.6 ts. older prospect (bet-on-himself, delayed the draft). knock: struggles to stay in front of quicker guards/wings on switches.
college. 15.1 ppg / 6.8 reb / 3.2 ast / 1.2 blk, 52/37/82 (michigan).
summer league. played california classic with 19 points on 6-6 shooting (4 threes), 5 reb / 6 ast in his debut vs the lakers.
pre-rc market (panini donruss).
verdict. had a 21/10/6 game today on 8/13 shooting. his age is a risk, but he might very well find himself playing significant minutes for the warriors if his performance continue. the pre-rc volume and sales were a solid signal people are buying in. and his media narrative and attention right now is deserving of a top 6 pick, which is really, really interesting. we’re buying in a little as the “warriors + steph” narrative can drive this if he plays and is a factor.
scouting. one of the most unique bigs in the class. a 7'3 centre who passes like a guard (vision out of the post/high post is the separator), plus rim protection. ceiling-capper: no shooting touch (58.5% ft across his college career), which limits any path to stretching the floor.
college. 12.1 ppg / 6.8 reb / 2.4 ast / 2.6 blk, 66.8 fg.
summer league. played salt lake city classic with 10 pts (5-8) / 3 reb / 4 ast in game one; 10 pts / 9 reb / 4 blk in a later game which showed his rim protection.
pre-rc market.
verdict. as much as people praise okc for getting him at this point, we’re passing. he’s a predominantly defensive oriented big right now who will play backup to chet and hartenstein. there’s so many other players available for demand to flow into in this draft class + okc. i cant get past that.
scouting. 6'10 wing with size, feel, shooting and handle. a modern multi-positional creator who can run pnr and punish mismatches. thin frame, and an ankle injury late in the season (same ankle with prior history) that ended his regular season.
college. 16.8 ppg / 6.3 reb / 2.4 ast / 1.1 stl, 40/33/79, 35 gp. 2nd-team all-sec, all-freshman.
summer league. no games yet and no sign he will play.
pre-rc market (bowman).
verdict. this is a watch only for us. there’s no signs of any real demand or value for him + being on a rebuilding bucks this season who has attention around herro, jakucionis, jjj, ware and co isn’t a strong signal. easy for him to get lost amidst all the noise.
scouting. high-motor big with elite rebounding, developing perimeter shot, efficient interior scoring.
college. 18.5 ppg / 11.8 reb / 1.6 ast / 1.2 blk, 57.7/34.0, 30 gp.
summer league. debuted today off the bench against orlando with 15/11/2 + 1 steal and 2 blocks on 4/7 shooting.
pre-rc market.
verdict. a very, very strong watch for us as he might find himself with significant minutes during the season now bridges is done. he very well could find himself in the starting pf spot as the season progresses. this is more a long-term breakout candidate for us, so if we do buy we will look for early exits. if they do not present themselves we will hold for that breakout in future seasons. this is high risk, as he might completely flop.
scouting. two-way wing offering defence, slashing, connective offence; older/experienced profile.
college. 17.3 ppg / 7.5 reb / 3.6 ast / 1.6 stl, 54.2/34.8/81.3, 32.8 mpg (texas).
summer league. has not played yet. debuts tomorrow.
pre-rc market.
verdict. there’s nothing solid here to take a stance other than watch. logic says he’s going to see some time this year, more if he performs. but the bulls will use this more as a development year than anything else. could be a potential offseason buy for a sophomore jump.
scouting. widely regarded as the best defensive prospect in the class — 6'10, 7'5 wingspan, and the youngest player in the draft (born 2007). the story is medical: only 4 games in 2025-26 (5.0/5.0, 57.1 fg) before a torn meniscus (feb 2026), on top of a torn acl that ended his 2024-25 season.
college. 4 gp, 5.0 ppg / 5.0 reb (injury-wrecked).
summer league. still rehabbing. his timeline is the whole watch here.
pre-rc market.
verdict. the same as swain above. 100% a watch. if healthy and early performances he might find himself getting minutes with wemby off the floor. i honestly don’t know enough about him except the injury issues to make an informed buy in.
my overall stance going into this season based on lessons learned from last year is to diversify, with constraints. we saw last season a lot of the demand and capital consolidate itself into a few players (flagg, harper, edgecombe, knueppel) with the rest trickling into other players at specific times throughout the season when their performances demanded attention. 80% of our capital is going to go into a handful of players where the initial risk is lowest, and our main exit windows are going to be very, very early. we will reinvest this either back into better card designs for the rookies proving their market is stable/rising, or into other non-rookie year players who we’ve spotted as being undervalued in the first few weeks of the season.
as this happens, i’ll share more with you inside the #market-intel section of the vendors table.
appreciate you.
nick.