FROM: So that’s why liquidity could be shot

By the way, I’m not saying these companies aren’t worth that kind of money, big picture. But right now, the cash just might not be there. And if the money isn’t available, they can’t get the price and they will sell themselves short. 

Of course, it’s a conundrum. Each of them need a lot of money to keep building out infrastructure. On the other hand, they are both making lots of money. 

Full thread