To The Moon

$Mosaic(MOS)$ 3rd quarter 2024 was challenging due to weather and production issues, yielding $2.8 billion in revenue and $122 million in net income. Lower potash prices and delays in Brazil impacted results, yet phosphate operations showed resilience. Mosaic is on track to meet its cost management and production targets, with biosciences growing, leveraging global reach and partnerships. Mosaic’s portfolio initiatives, such as Esterhazy and Riverview projects, continue to strengthen its operational base. Earning overview Mosaic sees strong near-term fertilizer demand due to increased nutrient replenishment needs worldwide. Global potash and phosphate markets are stable with demand expected to grow, particularly in Southeast Asia and India. Mosaic’

2） Gross profit margin, growth rate   -- Divided by regional income -- US market: Due to strong consumption power and high product pricing, the gross profit margin has been stable at about 68% for a long time. International Market: In contrast, the average product pricing in the international market is lower, and the gross profit margin is only maintained in the range of more than 40%. From 2015 to 2020, especially in major markets such as Europe and South America, the gross profit margin has declined year by year, mainly because the overseas market is still in the growth stage, and the company has to increase some promotional subsidies to develop the market. Overall: Overall, the company's gross profit margin remains between 50% -60%. From 2021 to 2022, the compan

1. Company Overview： Monster Beverage Corporation, formerly known as Hansen, is a Holding Company headquartered in Crona, California. It develops, promotes, sells, and distributes energy drinks through its subsidiaries. In 2002, it launched the Monster energy drink series and began transitioning from juice soda to energy drinks. The revenue streams are primarily divided into four operating and reportable segments: 1) Monster Energy Drink (91.81%): primarily sells ready-to-drink packaged energy drinks (RTD) to bottlers and full-service beverage distributors. 2) Strategic Brands (5.27%): primarily generates net operating income from the sale of concentrate or beverage base to authorized bottled and canned partners for the brand series eg, NOS, Throttlee, etc., which were exchanged from Coca-

$Tesla Motors(TSLA)$ is an interesting case because it straddles the line between a "meme stock" and a stock with “strong” fundamentals that appeal to value investors. High Valuation and Volatility Tesla past 3 quarter had been roller coaster and challenging outlook, with q3 2024, Tesla valuation is extremely high compared to traditional automakers and many growth companies. This elevated valuation can make Tesla vulnerable to market corrections or shifts in investor sentiment. If Tesla doesn’t meet the high growth expectations that are "priced in," the stock could suffer. P/E 100 and P/FCF 295.49. Tesla’s stock is known for its extreme volatility, often fluctuating based on social media sentiment, public comments from CEO Elon Musk, or market tre