Eric Polzin labeled Patrick Cantlay a classic leverage play: smash him if people bail, fade him if he turns chalky. Cantlay’s recent results read like a heartbeat—MC at the U.S. Open, 12th, MC at the PGA, 4th, 13th—but his Travelers resume is pristine with finishes of 5th, 5th, 13th and 13th. Polzin’s specialist matrix also ranks Cantlay near the top for short, easy scoring courses with thick rough. If projections hold him under 15 percent ownership, Polzin plans to roll out heavy GPP exposure and sprinkle a 25-to-1 outright; if the field crowds back in, he will pivot elsewhere. "Cantlay is either a tournament-winning play or an easy fade—ownership decides it," Polzin concluded.