Jim Cramer recently recommended the stock, predicting a breakout quarter. However, the company faces significant risks due to heavy revenue dependence on a single, unprofitable tenant, CoreWeave. Lease agreements allow tenants to exit without penalty if construction targets are missed, creating cash flow uncertainty. Despite reporting a large $16 billion contracted revenue pipeline, the company is operationally unprofitable and has rapidly increased its debt, raising concerns about financial sustainability. The stock has pulled back recently after a strong run-up.