전망 요약
The company faces a severe liquidity crisis and near-certain insolvency within months due to unsustainable debt and high operational burn.
주요 포인트
- Monthly cash burn rate is approximately $500 million with only 7 months of runway remaining as of September financials.
- SEC filings reveal banks are allowing unlimited equity cures from strategic partners like Nvidia to bypass debt covenant failures.
- Approximately 35% of the company's assets are currently idle construction-in-progress, failing to generate immediate revenue.
