If you think they're fine, maybe look at cash flows a little closer. Cash flow is up half a billion because they just issued 1.8 billion in junk bonds (which a

If you think they're fine, maybe look at cash flows a little closer. Cash flow is up half a billion because they just issued 1.8 billion in junk bonds (which are already trading in minus territory btw). Meanwhile operating cash flows are increasingly negative to the tune of hundreds of millions per quarter. Sure, they're fine if they continue to raise billions. But they're nowhere near profitable, and they're also going to continue to lose billions. What's going to happen if they receive a credit downgrade or institutional investors decide to stop playing along?