The market is officially open after a weekend that gave us a little bit of everything—historic comebacks, statement victories, overrated teams getting exposed and quarterbacks either raising or destroying their early-season value.

Here is where I’m buying, holding and selling after Week 2.

BUY

Texas

The Longhorns were down 20 points in the fourth quarter against the No. 1 team in the country and still found a way to win, 24–23. That is not just a big win—it is the kind of win that can define an entire season.

Texas has earned the No. 1 ranking. More importantly, the Longhorns showed they can take a punch, recover and finish against an elite opponent.

Gunner Stockton

Stockton completed 13 of 16 passes for 234 yards and five touchdowns—in the first half—during Georgia’s 70–20 destruction of Western Kentucky.

I had Stockton too low in my SEC quarterback rankings. Five touchdown passes to five different receivers showed command, accuracy and an ability to distribute the football throughout the offense. I am moving him into the No. 2 or No. 3 conversation this week.

The competition is going to get much tougher, but his stock is unquestionably climbing.

Mississippi State and Kamario Taylor

Mississippi State went on the road and physically whipped Minnesota, 38–13. That immediately makes the Bulldogs more dangerous than most people believed they would be this season.

Sophomore quarterback Kamario Taylor threw for 227 yards and three first-half touchdowns. He is athletic, confident and appears to have complete control of the offense. South Carolina had better understand that Mississippi State is not coming to Columbia just to collect a check.

Taylor is the truth.

Oklahoma State

Oklahoma State entered the weekend carrying a 21-game losing streak against FBS opponents. The Cowboys ended it by knocking off No. 6 Oregon, 39–31.

That is one of the most improbable wins we have seen in years. Drew Mestemaker threw for 317 yards, rushed for another 109 and played like the best quarterback on the field.

I’m not ready to call Oklahoma State a contender, but Mike Gundy’s team deserves to be bought after that performance.

Miami

Yes, Florida A&M was badly overmatched, but beating anybody 77–7 gets my attention.

The Hurricanes continue to look explosive, confident and extremely well coached. Darian Mensah is operating the offense at a high level, and Miami looks more like the team to beat in the ACC with every passing week.

HOLD

Ohio State

I’m not dumping Ohio State after a one-point road loss to Texas. The Buckeyes controlled most of the game and built a 20-point fourth-quarter advantage against one of the best teams in the country.

However, great teams have to finish. Ohio State stopped attacking, allowed Texas to take control and completely collapsed during the fourth quarter.

The Buckeyes are still a playoff team, but blowing that kind of lead raises legitimate questions about their ability to close games against elite competition.

South Carolina

The final score says South Carolina beat Towson 45–9. The performance says the Gamecocks still have plenty of work to do before SEC play begins.

LaNorris Sellers threw for only 96 yards, the offense struggled to find any rhythm early and South Carolina was not nearly as sharp as it should have been against an 0–2 FCS opponent.

The running game and special teams eventually helped create separation, but the Gamecocks cannot expect to start that slowly against Mississippi State. I’m holding the stock, but I’m watching it closely.

LSU

LSU handled Louisiana Tech 45–14 and did exactly what it was supposed to do. The Tigers remain one of the most talented teams in the country, but we did not learn much about them from this game.

The real test comes against Ole Miss. That matchup will tell us much more about LSU’s playoff ceiling and whether the Tigers deserve to remain among the national championship favorites.

SELL

Oregon

I was concerned about Oregon after the Ducks struggled with Boise State. After losing 39–31 to an Oklahoma State program that had dropped 21 consecutive games against FBS opponents, I am officially selling.

Oregon was overrated. The defense was exposed, the Ducks were physically beaten and they looked nothing like a national championship team.

This was not just a bad loss. This was a season-altering embarrassment.

John Mateer’s Heisman Stock

Mateer completed 17 of 33 passes for 189 yards with one touchdown and one interception in Oklahoma’s 17–10 loss to Michigan.

Michigan’s defense deserves credit, but Heisman quarterbacks have to perform in games like this. Mateer did not.

He may recover and still have a good season, but his Heisman campaign took a major hit. At this stage, I am selling that stock.

Clemson’s Offense

Clemson beat Georgia Southern 22–7, but nobody should pretend the offensive problems have been fixed.

Christopher Vizzina completed only four passes before leaving with an injury. Tait Reynolds helped move the Tigers into scoring position, but Clemson still failed to produce a consistent passing attack.

The defense is good enough to keep Clemson alive in the ACC. The offense, however, remains difficult to trust. Until that changes, I’m selling Clemson as a legitimate playoff contender.

Closing Bell

The biggest riser of the weekend was Texas. The biggest individual mover was Gunner Stockton. The biggest surprise was Mississippi State, and the hardest stock to dump was Oregon.

South Carolina and Clemson both won, but neither performance answered the questions surrounding those programs.

The scoreboard tells us who won. The Stock Report tells us whether we should believe in them.