[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @KarelMercx Karel Mercx Karel Mercx posts on X about $duol, $hl, silver, $fro the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::8038182/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +692% - X Months XXXXXXXXX +52% - X Year XXXXXXXXX +122% ### Mentions: XX [#](/creator/twitter::8038182/posts_active)  - X Week XX -XX% - X Month XXX +38% - X Months XXX +18% - X Year XXX +98% ### Followers: XXXXXX [#](/creator/twitter::8038182/followers)  - X Week XXXXXX +0.34% - X Month XXXXXX +7.70% - X Months XXXXXX +11% - X Year XXXXXX +15% ### CreatorRank: XXXXXXX [#](/creator/twitter::8038182/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [countries](/list/countries) XXXXX% [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [$duol](/topic/$duol) #61, [$hl](/topic/$hl) #6, [silver](/topic/silver) #869, [$fro](/topic/$fro) #167, [cash flow](/topic/cash-flow) #148, [flow](/topic/flow) #2422, [brazil](/topic/brazil) #1248, [$sbsw](/topic/$sbsw) #7, [market cap](/topic/market-cap) #482, [ai](/topic/ai) XXXX% **Top accounts mentioned or mentioned by** [@1933_revolt](/creator/undefined) [@booman3bust](/creator/undefined) [@belbelnl](/creator/undefined) [@henkvdbergh2](/creator/undefined) [@blogglerico](/creator/undefined) [@rklbman](/creator/undefined) [@beuvingjordy](/creator/undefined) [@birdseye88](/creator/undefined) [@drbudthedankest](/creator/undefined) [@1933revolt](/creator/undefined) [@geertinferno](/creator/undefined) [@robertvroom1962](/creator/undefined) [@akshayg1120](/creator/undefined) [@robpjs](/creator/undefined) [@swampstompper](/creator/undefined) [@fiorente2](/creator/undefined) [@10009nyny](/creator/undefined) [@elcocodrilo1982](/creator/undefined) [@yh62284741](/creator/undefined) [@macrodoomer](/creator/undefined) **Top assets mentioned** [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Hecla Mining Company (HL)](/topic/$hl) [Frontline Ltd. (FRO)](/topic/$fro) [Linde PLC (LIN)](/topic/$lin) [Validity (VAL)](/topic/$val) [Convex Finance (CVX)](/topic/$cvx) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Lockheed Martin Corporation (LMT)](/topic/lockheed-martin) [VALE S.A. (VALE)](/topic/$vale) [Micron Technology, Inc. (MU)](/topic/$mu) ### Top Social Posts Top posts by engagements in the last XX hours "$HL Still Undervalued After a XXX percent YTD Run Heclas two year forward EV to EBITDA sits far below its prior peak. Even after this massive rally the valuation remains well below previous cycle highs. And that is before considering further gains in the silver price" [X Link](https://x.com/KarelMercx/status/1996594543907488004) 2025-12-04T14:56Z 14.2K followers, 4586 engagements "$SBSW is now a top XX holding in my portfolio Back in May XX positions had a higher weighting. Now only X do because Sibanye Stillwater is up +191% YTD. I still think were early. Platinum trades at $1455 gold at $3386. Historically platinum was often twice the price of gold. If that ratio returns platinum goes above $6500 even without a rising gold price. The reason is simple The hydrogen economy will need record amounts of platinum in the 2030s. Meanwhile Sibanye still trades at just 5.7x operating earnings. That multiple will fall even further as Q2 profits surge" [X Link](https://x.com/KarelMercx/status/1947546757392437723) 2025-07-22T06:38Z 14.2K followers, 11.7K engagements "The Water Bottleneck That Makes $LB a Winner LandBridge just reported earnings and added 37500 acres bringing its total position in West Texas to 300000 acres. This land is leased to oil producers water handlers power companies and data centers giving the company low-cost high-margin and steadily rising royalty income. Management confirmed the new acreage was bought at twelve times current annual profit but that is only the starting point. Water projects solar potential power infrastructure and digital infrastructure will lift cash flows pushing that multiple toward three to four in the" [X Link](https://x.com/KarelMercx/status/1990003392702263419) 2025-11-16T10:25Z 14.2K followers, 3811 engagements "I added more $DUOL today FCF/EV hit XXX at a stock price of $XXX so I stepped in again. To finance it I am no longer a shareholder of $LIN. The only reason Duolingo is dropping this hard is pure sentiment. In November the VIX moved from XX to XX and a sudden wave of negativity in a single stock can push it much lower than it would ever fall in a market with a VIX below XX. Just received a message from the frontline via @BeuvingJordy: Duolingo is heavily wounded. Photo below. Bruised not broken. Right now Duolingo is without doubt the cheapest high quality compounder in the market" [X Link](https://x.com/KarelMercx/status/1990876442834735193) 2025-11-18T20:15Z 14.2K followers, 19.4K engagements "The Perfect Storm for $FRO Is Finally Here Less sanctioned oil longer routes more monitored barrels and Frontline is printing XX% of its market cap in cash flow this year based on current tanker rates. Four charts that explain why the tanker super-cycle is becoming more structural not less. X India and China are now importing XXXXX million barrels/day less sanctioned oil than a year ago. The reason: U.S. and EU enforcement has finally tightened. A clear example came on XX October when Lukoils funds were frozen. Trading with Lukoil instantly became impossible for any Western-linked entity and" [X Link](https://x.com/KarelMercx/status/1992239483748577644) 2025-11-22T14:31Z 14.2K followers, 7651 engagements "After the show I did tip him $VAL as well. Like it or not every solar panel manufacturer needs silver and oil has to move from the growing supply side in Latin America to the growing demand side in Asia. Duolingo often needs more explanation but its position in my portfolio is now just as large as silvers" [X Link](https://x.com/KarelMercx/status/1995462399919301034) 2025-12-01T11:58Z 14.2K followers, XXX engagements "@1933_Revolt Thanks for sharing this list. Which one would you recommend I start with for an in-depth analysis and which is most comparable to $HL" [X Link](https://x.com/KarelMercx/status/1996156825876521146) 2025-12-03T09:57Z 14.2K followers, XXX engagements "Daily silver stress check: the 12-month swap still trades below spot. A negative swap is ultimately a sign of distrust. Distrust in future delivery. Distrust in smooth settlement. That tells you more about todays silver market than any price chart" [X Link](https://x.com/KarelMercx/status/1996833076341534805) 2025-12-05T06:44Z 14.2K followers, 1929 engagements "What Happens to $HL When Valuations Return to 2021 Levels. Look at todays chart of $SLV s outstanding shares and yesterdays EV to EBITDA chart of Hecla. Both sit far below their 2021 levels. Now ask yourself the real question. Where do you think Hecla trades when iShares Silver Trust outstanding shares return to a five year high and Heclas EV to EBITDA pushes to a five year high as well. The stock will have multiplied several times from todays level. Would that be strange No because this is the strongest silver bull market of my lifetime and valuations can rise accordingly" [X Link](https://x.com/KarelMercx/status/1996833708964266248) 2025-12-05T06:47Z 14.2K followers, 2429 engagements "Todays reason because $DUOL is still trading below $180: Duolingo and the Math Nobody Seems to Understand Chart X shows the cash Duolingo generates and that is ultimately why you invest in a company. Last year there were two quarters where cash didnt increase. Thats when you pay attention. Management explained that this pause came from higher AI expenses during the rollout of Duolingo Max their premium tier designed to help you learn a language faster and better. Those temporary AI expenses pushed margins lower for a short period. But heres the key point: the price of using AI always comes" [X Link](https://x.com/KarelMercx/status/1992616804330385422) 2025-11-23T15:30Z 14.2K followers, 70.6K engagements "From Selling Molecules to Powering the AI Economy For decades $CVX was a classic oil and gas price taker. Produce the fuel sell it into the market and live with the cycle. That model is quietly changing. With its West Texas data center power project Chevron is no longer only selling gas. It is moving into dedicated behind the meter power generation for hyperscale AI and cloud infrastructure. This is not about chasing the AI buzz. It is about becoming a long term infrastructure provider at the heart of the AI economy. Datacenters do not want volatile power from congested public grids. They" [X Link](https://x.com/KarelMercx/status/1997582481977995572) 2025-12-07T08:22Z 14.2K followers, 2396 engagements "As long as $DUOL trades below $XXX I will give you a new reason every day why Duolingo is a super buy. Todays reason is in the chart. The green line shows Baillie Giffords Worldwide Long Term Global Growth Fund quietly increasing its position while the share price was falling. This fund has compounded at roughly XX percent per year for decades. When Baillie Gifford starts buying I listen. In their own letter they even wrote: But as recently as January this year Duolingo had struggled to clear the high hurdle for entry into the portfolio. Their conviction in Duolingos long term fundamentals" [X Link](https://x.com/KarelMercx/status/1992263061080523224) 2025-11-22T16:05Z 14.2K followers, 74.6K engagements "$FRO Is So Cheap VLCC rates just hit 146k dollars the highest in five years At 114.9k dollars per day Frontline already generates a XX percent free cash flow yield meaning payback in about three years Todays rates are XX percent higher which makes the setup even stronger" [X Link](https://x.com/KarelMercx/status/1994455656548438362) 2025-11-28T17:17Z 14.2K followers, 9022 engagements "$RKLB is starting to look like an early combination of ASML Schneider Electric and Lockheed Martin in the space economy. ASML in the sense that Rocket Lab aims to become an indispensable bottleneck supplier for the entire space economy. Schneider in the way Rocket Lab is building the energy and power infrastructure for everything that operates in space. Lockheed through the increasingly important role Rocket Lab is playing in national security and defense programs. The rapidly expanding space economy is already driving strong revenue growth at Rocket Lab and steadily improving margins. The" [X Link](https://x.com/KarelMercx/status/1994836993046450246) 2025-11-29T18:32Z 14.2K followers, 33.7K engagements "Every day I watch one earnings call. Today it was $HL a company I personally own. This slide refers to just one single mine within Heclas portfolio: Greens Creek. Hecla presents itself as a primary silver producer but Greens Creek specifically is a true multi-metal mine producing silver gold zinc and lead. Bookkeeping at this mine is done via the by-product credit model: all operating and sustaining costs are first absorbed by gold zinc and lead. In Q3 those by-products more than covered the full cost base of this one mine which pushed the All-in Sustaining Costs per ounce of silver to $2.55." [X Link](https://x.com/KarelMercx/status/1995886797520306580) 2025-12-02T16:04Z 14.2K followers, 5119 engagements "Brazil just hit another fresh oil production record and that is bullish for $FRO. Brazil now ranks number X in global oil production and is openly aiming for a leap to number X by 2030. At the same time rapid production growth is expected in Guyana Suriname and Argentina. Add Venezuela as the wildcard with the worlds largest oil reserves. All of this supply is ultimately heading to Asia where real demand growth is located. Not through pipelines ;-)" [X Link](https://x.com/KarelMercx/status/1996155336256815599) 2025-12-03T09:51Z 14.2K followers, 5889 engagements "$VALE up +50% YTD 🚀 On December XX 2024 I would have laughed if you told me $DUOL would sit XX% below its ATH that five stocks would run +150% or more ( $SBSW $HL $MU $B $RHM) and that Id post my best percentage return in XX years. Yet here we are. Unforgettable" [X Link](https://x.com/KarelMercx/status/1996499950461460631) 2025-12-04T08:40Z 14.2K followers, 3249 engagements "The Next Wave of U.S. Oil Growth Is Bullish for $FRO Chevron highlighted this week that even small improvements in shale recovery rates unlock billions in new reserves. U.S. shale still produces only a fraction of what is technically in place and every step forward in engineering lifts long term output potential. Deepwater production in the Gulf of Mexico is climbing toward XXX million barrels per day by 2026 with major new projects entering in 2025 and 2027. Alaska is also re-emerging as a growth region with volumes expected to rise into the next decade. With domestic demand flattening more" [X Link](https://x.com/KarelMercx/status/1997583267176800695) 2025-12-07T08:25Z 14.2K followers, 2975 engagements "$DUOL up more than X% again today and now over XX% above the XX week low. Every evening after dinner: one chess lesson and one game of chess. Today for the first time ever my ELO crossed 1000" [X Link](https://x.com/KarelMercx/status/1998077025576214663) 2025-12-08T17:07Z 14.2K followers, 2992 engagements "Ask Me Anything Commodities gold and silver shipping Duolingo macro portfolio construction or any other investing topic. Like this post so others see it too and drop your questions below. Ill answer them one by one in this thread" [X Link](https://x.com/KarelMercx/status/1998091092126785950) 2025-12-08T18:03Z 14.2K followers, 3146 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@KarelMercx Karel Mercx
Karel Mercx posts on X about $duol, $hl, silver, $fro the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +692%
- X Months XXXXXXXXX +52%
- X Year XXXXXXXXX +122%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +38%
- X Months XXX +18%
- X Year XXX +98%
Followers: XXXXXX #
- X Week XXXXXX +0.34%
- X Month XXXXXX +7.70%
- X Months XXXXXX +11%
- X Year XXXXXX +15%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XXXXX% countries XXXXX% stocks XXXXX% cryptocurrencies XXXX% technology brands XXXX%
Social topic influence $duol #61, $hl #6, silver #869, $fro #167, cash flow #148, flow #2422, brazil #1248, $sbsw #7, market cap #482, ai XXXX%
Top accounts mentioned or mentioned by @1933_revolt @booman3bust @belbelnl @henkvdbergh2 @blogglerico @rklbman @beuvingjordy @birdseye88 @drbudthedankest @1933revolt @geertinferno @robertvroom1962 @akshayg1120 @robpjs @swampstompper @fiorente2 @10009nyny @elcocodrilo1982 @yh62284741 @macrodoomer
Top assets mentioned Duolingo, Inc. Class A Common Stock (DUOL) Hecla Mining Company (HL) Frontline Ltd. (FRO) Linde PLC (LIN) Validity (VAL) Convex Finance (CVX) Rocket Lab USA, Inc. Common Stock (RKLB) Lockheed Martin Corporation (LMT) VALE S.A. (VALE) Micron Technology, Inc. (MU)
Top Social Posts
Top posts by engagements in the last XX hours
"$HL Still Undervalued After a XXX percent YTD Run Heclas two year forward EV to EBITDA sits far below its prior peak. Even after this massive rally the valuation remains well below previous cycle highs. And that is before considering further gains in the silver price"
X Link 2025-12-04T14:56Z 14.2K followers, 4586 engagements
"$SBSW is now a top XX holding in my portfolio Back in May XX positions had a higher weighting. Now only X do because Sibanye Stillwater is up +191% YTD. I still think were early. Platinum trades at $1455 gold at $3386. Historically platinum was often twice the price of gold. If that ratio returns platinum goes above $6500 even without a rising gold price. The reason is simple The hydrogen economy will need record amounts of platinum in the 2030s. Meanwhile Sibanye still trades at just 5.7x operating earnings. That multiple will fall even further as Q2 profits surge"
X Link 2025-07-22T06:38Z 14.2K followers, 11.7K engagements
"The Water Bottleneck That Makes $LB a Winner LandBridge just reported earnings and added 37500 acres bringing its total position in West Texas to 300000 acres. This land is leased to oil producers water handlers power companies and data centers giving the company low-cost high-margin and steadily rising royalty income. Management confirmed the new acreage was bought at twelve times current annual profit but that is only the starting point. Water projects solar potential power infrastructure and digital infrastructure will lift cash flows pushing that multiple toward three to four in the"
X Link 2025-11-16T10:25Z 14.2K followers, 3811 engagements
"I added more $DUOL today FCF/EV hit XXX at a stock price of $XXX so I stepped in again. To finance it I am no longer a shareholder of $LIN. The only reason Duolingo is dropping this hard is pure sentiment. In November the VIX moved from XX to XX and a sudden wave of negativity in a single stock can push it much lower than it would ever fall in a market with a VIX below XX. Just received a message from the frontline via @BeuvingJordy: Duolingo is heavily wounded. Photo below. Bruised not broken. Right now Duolingo is without doubt the cheapest high quality compounder in the market"
X Link 2025-11-18T20:15Z 14.2K followers, 19.4K engagements
"The Perfect Storm for $FRO Is Finally Here Less sanctioned oil longer routes more monitored barrels and Frontline is printing XX% of its market cap in cash flow this year based on current tanker rates. Four charts that explain why the tanker super-cycle is becoming more structural not less. X India and China are now importing XXXXX million barrels/day less sanctioned oil than a year ago. The reason: U.S. and EU enforcement has finally tightened. A clear example came on XX October when Lukoils funds were frozen. Trading with Lukoil instantly became impossible for any Western-linked entity and"
X Link 2025-11-22T14:31Z 14.2K followers, 7651 engagements
"After the show I did tip him $VAL as well. Like it or not every solar panel manufacturer needs silver and oil has to move from the growing supply side in Latin America to the growing demand side in Asia. Duolingo often needs more explanation but its position in my portfolio is now just as large as silvers"
X Link 2025-12-01T11:58Z 14.2K followers, XXX engagements
"@1933_Revolt Thanks for sharing this list. Which one would you recommend I start with for an in-depth analysis and which is most comparable to $HL"
X Link 2025-12-03T09:57Z 14.2K followers, XXX engagements
"Daily silver stress check: the 12-month swap still trades below spot. A negative swap is ultimately a sign of distrust. Distrust in future delivery. Distrust in smooth settlement. That tells you more about todays silver market than any price chart"
X Link 2025-12-05T06:44Z 14.2K followers, 1929 engagements
"What Happens to $HL When Valuations Return to 2021 Levels. Look at todays chart of $SLV s outstanding shares and yesterdays EV to EBITDA chart of Hecla. Both sit far below their 2021 levels. Now ask yourself the real question. Where do you think Hecla trades when iShares Silver Trust outstanding shares return to a five year high and Heclas EV to EBITDA pushes to a five year high as well. The stock will have multiplied several times from todays level. Would that be strange No because this is the strongest silver bull market of my lifetime and valuations can rise accordingly"
X Link 2025-12-05T06:47Z 14.2K followers, 2429 engagements
"Todays reason because $DUOL is still trading below $180: Duolingo and the Math Nobody Seems to Understand Chart X shows the cash Duolingo generates and that is ultimately why you invest in a company. Last year there were two quarters where cash didnt increase. Thats when you pay attention. Management explained that this pause came from higher AI expenses during the rollout of Duolingo Max their premium tier designed to help you learn a language faster and better. Those temporary AI expenses pushed margins lower for a short period. But heres the key point: the price of using AI always comes"
X Link 2025-11-23T15:30Z 14.2K followers, 70.6K engagements
"From Selling Molecules to Powering the AI Economy For decades $CVX was a classic oil and gas price taker. Produce the fuel sell it into the market and live with the cycle. That model is quietly changing. With its West Texas data center power project Chevron is no longer only selling gas. It is moving into dedicated behind the meter power generation for hyperscale AI and cloud infrastructure. This is not about chasing the AI buzz. It is about becoming a long term infrastructure provider at the heart of the AI economy. Datacenters do not want volatile power from congested public grids. They"
X Link 2025-12-07T08:22Z 14.2K followers, 2396 engagements
"As long as $DUOL trades below $XXX I will give you a new reason every day why Duolingo is a super buy. Todays reason is in the chart. The green line shows Baillie Giffords Worldwide Long Term Global Growth Fund quietly increasing its position while the share price was falling. This fund has compounded at roughly XX percent per year for decades. When Baillie Gifford starts buying I listen. In their own letter they even wrote: But as recently as January this year Duolingo had struggled to clear the high hurdle for entry into the portfolio. Their conviction in Duolingos long term fundamentals"
X Link 2025-11-22T16:05Z 14.2K followers, 74.6K engagements
"$FRO Is So Cheap VLCC rates just hit 146k dollars the highest in five years At 114.9k dollars per day Frontline already generates a XX percent free cash flow yield meaning payback in about three years Todays rates are XX percent higher which makes the setup even stronger"
X Link 2025-11-28T17:17Z 14.2K followers, 9022 engagements
"$RKLB is starting to look like an early combination of ASML Schneider Electric and Lockheed Martin in the space economy. ASML in the sense that Rocket Lab aims to become an indispensable bottleneck supplier for the entire space economy. Schneider in the way Rocket Lab is building the energy and power infrastructure for everything that operates in space. Lockheed through the increasingly important role Rocket Lab is playing in national security and defense programs. The rapidly expanding space economy is already driving strong revenue growth at Rocket Lab and steadily improving margins. The"
X Link 2025-11-29T18:32Z 14.2K followers, 33.7K engagements
"Every day I watch one earnings call. Today it was $HL a company I personally own. This slide refers to just one single mine within Heclas portfolio: Greens Creek. Hecla presents itself as a primary silver producer but Greens Creek specifically is a true multi-metal mine producing silver gold zinc and lead. Bookkeeping at this mine is done via the by-product credit model: all operating and sustaining costs are first absorbed by gold zinc and lead. In Q3 those by-products more than covered the full cost base of this one mine which pushed the All-in Sustaining Costs per ounce of silver to $2.55."
X Link 2025-12-02T16:04Z 14.2K followers, 5119 engagements
"Brazil just hit another fresh oil production record and that is bullish for $FRO. Brazil now ranks number X in global oil production and is openly aiming for a leap to number X by 2030. At the same time rapid production growth is expected in Guyana Suriname and Argentina. Add Venezuela as the wildcard with the worlds largest oil reserves. All of this supply is ultimately heading to Asia where real demand growth is located. Not through pipelines ;-)"
X Link 2025-12-03T09:51Z 14.2K followers, 5889 engagements
"$VALE up +50% YTD 🚀 On December XX 2024 I would have laughed if you told me $DUOL would sit XX% below its ATH that five stocks would run +150% or more ( $SBSW $HL $MU $B $RHM) and that Id post my best percentage return in XX years. Yet here we are. Unforgettable"
X Link 2025-12-04T08:40Z 14.2K followers, 3249 engagements
"The Next Wave of U.S. Oil Growth Is Bullish for $FRO Chevron highlighted this week that even small improvements in shale recovery rates unlock billions in new reserves. U.S. shale still produces only a fraction of what is technically in place and every step forward in engineering lifts long term output potential. Deepwater production in the Gulf of Mexico is climbing toward XXX million barrels per day by 2026 with major new projects entering in 2025 and 2027. Alaska is also re-emerging as a growth region with volumes expected to rise into the next decade. With domestic demand flattening more"
X Link 2025-12-07T08:25Z 14.2K followers, 2975 engagements
"$DUOL up more than X% again today and now over XX% above the XX week low. Every evening after dinner: one chess lesson and one game of chess. Today for the first time ever my ELO crossed 1000"
X Link 2025-12-08T17:07Z 14.2K followers, 2992 engagements
"Ask Me Anything Commodities gold and silver shipping Duolingo macro portfolio construction or any other investing topic. Like this post so others see it too and drop your questions below. Ill answer them one by one in this thread"
X Link 2025-12-08T18:03Z 14.2K followers, 3146 engagements