Rob Dino

63 posts

Rob Dino

Rob Dino

@RealRobDino

Katılım Temmuz 2023
240 Takip Edilen23 Takipçiler
Rob Dino
Rob Dino@RealRobDino·
@DaveKluge The Isaiah Likely breakout has been forecasted for so so long and now the stars are aligned. It’s now or never
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Dave Kluge
Dave Kluge@DaveKluge·
Hypothetically, if Malik Nabers isn't ready for the start of the season, who are we trusting? The 29-year-old who has never had an 800-yard season? The 162-pound WR they just signed? The 3rd-round rookie? Or the pass-catching TE in his prime who knows the new coach's system?
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Rob Dino
Rob Dino@RealRobDino·
@DaveKluge Agree with your sentiment 95%. OL is my only concern based on how dysfunctional that unit was last year, it’s hard to have faith in the coaching.
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Dave Kluge
Dave Kluge@DaveKluge·
The case for David Montgomery: - Strong efficiency profile - Little touch competition - Clean bill of health - Improved OL in HOU - Lots of tread on tires - HOU traded for him - Projects as clear RB1 - Run-first philosophy The case against Montgomery: - He's going to be 29?
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Route 2 FI
Route 2 FI@Route2FI·
You’re stuck in a weird spot when your net worth is somewhere in the $500k to a $1m range IMO. It’s not small, but it’s not “set for life” either. You clearly notice the money, because it improves your lifestyle. You can pay off debts, spend more freely, and enjoy things like travel or better food. But at the same time, it’s not enough to quit working and live comfortably for the rest of your life due to the massive inflation, and especially if you’re still relatively young.
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Rob Dino
Rob Dino@RealRobDino·
@ChuckFBass There are potential league winners in round 3. Carolina doesn’t have the passing volume for Tet to be a top 5 WR. I’ll take a higher variance player instead because the goal is to win the league not be average.
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Chuck Bass
Chuck Bass@ChuckFBass·
You can draft Tetairoa McMillan in the 3rd round. He's a fantastic player with strong family values. I'm railing lines of Jalen Coker in the 11th.
Chuck Bass tweet media
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Rob Dino
Rob Dino@RealRobDino·
@DaveKluge I think the goal line back role is wide open for him. And Washington could be a good enough offense to make that valuable. Maybe that makes him an rb3 but relative to other rookies in the class that outcome is pretty good
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Dave Kluge
Dave Kluge@DaveKluge·
Kaytron Allen will have every opportunity to emerge as the best running back in Washington. And he might. But with Rachaad White, Jacory Croskey-Merritt, Jerome Ford, and Jeremy McNichols there, what does that actually mean? A 40% workload? 50% at best?
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Rob Dino
Rob Dino@RealRobDino·
@DaveKluge Think I’ll be targeting the psu backs more than any other rookie
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Dave Kluge
Dave Kluge@DaveKluge·
They might be falling to Day 3, but a lot of these running backs are getting fun landing spots.
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Jackson Pallack
Jackson Pallack@FFgoat13·
@NoFilm_Analysis He’s the best blocking WR on the board. Let’s not forget they are a run team. It’s a 2nd rd pick. Not essentially anything. Get your guy. I like it. Plus, he’s fast as shit and creates after the catch and now he’s on the best team that schemes guys open. I don’t get the hate.
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Rob Dino
Rob Dino@RealRobDino·
@seanccarter @Alice_Ariyaa You can add 2-wide walls by forfeiting your turn to move your piece. The only rule with it is your opponent must still have a possible path to the end after the wall is added.
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Sean 
Sean @seanccarter·
@Alice_Ariyaa I’m trying to follow this game but I can’t follow… the blocking part how that work?
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Alice
Alice@Alice_Ariyaa·
I can't believe she fumbled like that 😭👋💔I trusted the process
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Jay Cuda
Jay Cuda@JayCuda·
the worst power conference college basketball programs of the 2020s
Jay Cuda tweet media
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Adam Schefter
Adam Schefter@AdamSchefter·
Former Falcons free-agent LB Arnold Ebiketie is signing a one-year, $7.3 million max deal with the Philadelphia Eagles, including $4.3 million fully guaranteed, per Damarius Bilbo of @KlutchSports. Ebiketie had eight sacks the past two seasons, and the Eagles are hoping for more of the same.
Adam Schefter tweet media
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Evan Sidery
Evan Sidery@esidery·
Jeremiyah Love has surged to a 51% chance of being drafted No. 4 overall after his NFL Combine showing, per @KalshiSports. The Titans pairing Love alongside Cam Ward could form a lethal backfield for years to come.
Evan Sidery tweet mediaEvan Sidery tweet media
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Rob Dino
Rob Dino@RealRobDino·
@NOLAPels_Saints @amicsta He’s a league minimum because of the dead cap hit Arizona is taking on. The same situation that happened with Russell Wilson to the Steelers. Kyler gets the same amount of $ this year whether he gets league minimum or 20 mil from his new team. AZ pays the difference
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Pels_Saints_Fan
Pels_Saints_Fan@NOLAPels_Saints·
@amicsta You’re legit not wrong but don’t think Kyler’s a league minimum if you make him a starter. But I rather have Kyler for sub-20/25 than Willis for 30 if you’re looking for a bridge QB especially.
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Rob Dino
Rob Dino@RealRobDino·
@michaeljburry The moat for the AI race is more extreme than 90s/00s internet and cell phone competition. No one has the data, data centers, or cash flow that google has. No one can compete.
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Rob Dino
Rob Dino@RealRobDino·
@aakashgupta And the only reason YouTube ads missed was due to the growth in premium ad-free subscriptions. Every core part of the company is doing phenomenal right now. The capex spend makes them better positioned for the future than anyone else. I like how bold they’ve been.
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Aakash Gupta
Aakash Gupta@aakashgupta·
Sundar just told you Google is becoming an infrastructure company and nobody’s repricing. The victory lap covers $400B in annual revenue, 18% growth, and 48% cloud acceleration. The numbers are legitimately excellent. Beat on both top and bottom lines. But the number he slipped in quietly is the one that matters: $175 to $185 billion in 2026 capex. Wall Street was modeling $119.5 billion. Google just told the market it plans to spend 50% more than anyone expected, and nearly double what it spent in 2025. Put that in perspective. There are only 59 companies in the S&P 500 that Alphabet couldn’t outright purchase with one year’s capex budget. This is infrastructure spending on the scale of a mid-sized nation’s GDP. The stock tells you everything about how the market processed this. It dropped 7% in minutes after the print, then clawed back to down ~3%. Investors loved the earnings. They panicked at the spend. Because $180 billion in capex means free cash flow gets compressed even as revenue grows. Operating cash flow rose 34% this quarter, but free cash flow barely moved because capex ate every incremental dollar. Google Cloud’s $240 billion backlog, up 55% sequentially, is the justification. They signed more billion-dollar deals in 2025 than the previous three years combined. Cloud revenue grew 48%, margins expanded to 30%. This is real demand from real customers. The spend has receipts. The question investors are actually asking: is Google transitioning from a 30%+ margin ad business into a capital-intensive infrastructure provider that happens to run ads? Because Meta’s 2026 capex guide is $115-135B. Microsoft is at ~$150B annualized. Google just outbid them all. Pichai mentioned they cut Gemini serving costs by 78% over 2025. That efficiency gain is real. But when your response to 78% cost reduction is to double your infrastructure budget, you’re telling the market you see demand curves that justify spending at a scale nobody else is willing to match. The ad business is still the engine. Search grew 17%. But YouTube ads missed estimates. The growth story is quietly shifting from “best ad platform ever built” to “best AI infrastructure play with an ad business attached.” That’s the trade Wall Street is trying to figure out tonight.
Sundar Pichai@sundarpichai

Our Q4/FY’25 results are in. Thanks to our partners & employees, it was a tremendous quarter, exceeding $400B in annual revenue for the first time. Our full AI stack is fueling our progress, and Gemini 3 adoption has been faster than any other model in our history. We’re really well positioned and excited going into 2026. Much more to come!

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Rob Dino
Rob Dino@RealRobDino·
@MosesTheLegee @cartierfamilyZ Every relevant square inch of land in Europe, Asia, South America, Australia, and Africa was conquered and stolen by somebody
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CartierFamily
CartierFamily@cartierfamilyZ·
Calling America stolen land is so moronic. Half of the states were purchased lol
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Philly
Philly@PhiilyPhilly·
@ESPNBET @ESPNNFL Patriots are +190 and he took them for +100 odds? Lmfao idiot
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ESPN BET
ESPN BET@ESPNBET·
Mattress Mack is locked in on the Patriots 💰
ESPN BET tweet media
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Dale Millens
Dale Millens@DTruth1776·
@TradCatGeorge @povcops i’d say you must be real fun at parties, but i highly doubt you’ve ever been considered for an invitation to anything aside from a court hearing
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MLFootball
MLFootball@MLFootball·
TRENDING: Two players intentionally benched their lineups to force a tie, securing their playoff spots while blocking another team from making the playoffs. SHOULD THIS BE ALLOWED?
MLFootball tweet media
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