Bluefin has a rather interesting nugget on $SMCI today hidden on the second page.
Looks like Elon is so rack-hungry he doesn't mind some hairdryers consuming power too that in addition to 80 racks they awarded to SMCI, they've added 1500.
Incremental $5.2B positive.
$NWBO keeps steaming ahead.
Updated IND for the Kalinski aDC1 tech is complete, IRB greenlit, FDA filing eyed before June ends.
LP ignoring the noise. Building a franchise. 👇
$SMCI
Wave 2 looks finished, but a retrace is still possible.
Nvm, next target is wave 3 at $190 - $232 per share.
+300% from the current price to the target.
It was good to know that $NWBO had 5 long-term #DCVax solid tumor cancer survivors in attendance at the Living Proof: A Cancer Vaccine Recipient Congressional Briefing yesterday: https://t.co/d7WQk9tNLn
@DaveH20122790 that's a big deal if the magistrate believes the Defendant Market Makers' trading algorithms are discoverable
$NWBO
See footnote 6 in the attached image
➡️Is Citadel attempting to use discovery in NWBO’s spoofing case to get a sneak peak at other market manipulation investigations into Citadel?
The Case: Northwest Biotherapeutics, Inc v. Canaccord Genuity LLC, 1:22-cv-10185, (S.D.N.Y.)
The Docket: https://t.co/FhgxuPIxim
$NWBO has sued seven of the largest market makers in the world alleging that they have illegally manipulated $NWBO’s share price via spoofing. One of the seven defendants (Canaccord) has entered a confidential settlement agreement. The other six market makers are going through discovery. As part of their discovery, Citadel sent a subpoena to Joshua Mitts, $NWBO’s non-testifying expert and attorney. The Court entered a Protective Order limiting the documents Citadel and the other Defendants are able to obtain from Mr. Mitts via subpoena. In a letter dated June 2nd, 2026, Mr. Mitts’ attorney is asking the Court to further limit the subpoena to documents in his possession that are related to the $NWBO lawsuit instead of all documents in his possession.
Why are the attorneys of Mr. Mitts asking the Court to further narrow the scope of Mr. Mitts' subpoena?
In short, because Mr. Mitts is in possession of other documents concerning market manipulation by Citadel in unrelated matters.
Recall, Mr. Mitts’ CV states that he “has extensive experience supporting the U.S. Department of Justice.” [1]
The June 2nd letter from Mr. Mitts' attorneys to the Court states, in relevant part:
“…Mr. Mitts possesses documents which concern market manipulation or spoofing activity by Citadel in a number of unrelated matters. While those documents are technically responsive to Request No. 4, which seeks all such documents related to Citadel, such documents are irrelevant and confidential, and many are subject to privileges owned by third parties and/or require Mr. Mitts to notify third parties prior to any disclosure regarding them. In some cases, the matters in which Mr. Mitts has been involved are sufficiently sensitive that even the limited information a categorical log would require could not be disclosed to Citadel without violating privilege or confidentiality obligations.” (emphasis added)
Could Citadel be fishing for information on possible U.S. Department of Justice Investigations into themselves?
It's certainly possible, but this this letter doesn't provide any definitive answers.
[1]https://t.co/fn7IdPqRna
➡️NWBO Spoofing Lawsuit - May 29th Status Update
The Case: Northwest Biotherapeutics, Inc v. Canaccord Genuity LLC, 1:22-cv-10185, (S.D.N.Y.)
The Docket: https://t.co/FhgxuPIxim
On May 29, 2026 the parties in the above case jointly filed a discovery status update with the Court. We have the usual back-and-forth finger pointing. Instead of wasting time analyzing the finger pointing I'll address some of the more interesting tidbits found in this letter.
✅ $NWBO is going after Defendant Market Makers' Algorithms
"For example, Defendants have yet to produce algorithms underlying the relevant trading. No party has produced these algorithms despite the Court’s prior acknowledgment that they are discoverable,6 with Citadel asserting it did not use trading algorithms at all.7"
✅ Document Production
NWBO: 4,508
Citadel: 257
G1X: 156
GTS: 229
Instinet: 69
Lime: 20
Virtu: 92
See Image 1.
✅ $NWBO is going for information related to short selling
“Defendants suggest that by searching for terms related to shorting, NWBO is fishing. Not so. While the Court stated that short selling was not required among the mechanisms of the spoofing scheme, short selling is directly tied to profit motive incentives underlying the alleged activity.”
✅ $NWBO is seeking all trading data
This includes ALL trading done from every Defendant from December '17 to the present.
"Without access to Defendants’ complete trading data, Plaintiff is unduly restricted in evaluating Defendants’ bona fide market-making trading patterns versus their manipulative spoofing tactics and unduly limited in proving scienter or furthering its claim for injunctive relief for alleged, ongoing harm."
We should expect to see a motion to compel filed by $NWBO if this matter is not resolved:
"Discovery in connection with that claim should necessarily extend from December 5, 2017 to the present day. Defendants’ attempt to limit their searches is unsupported and contrary to their prior representations. As the parties are at an impasse, NWBO anticipates it will need to bring a motion to compel in the coming weeks."
✅ $NWBO seeks materials related to Defendants' regulatory investigations
"NWBO has also raised the absence of materials regarding regulatory and internal investigations, including SEC investigations, into potential related misconduct, as well as data regarding short sales."
Brad Silver. DCVax recipient.
23 years recurrence-free from Glioblastoma.
Brought his story to Capitol Hill earlier today.
“I am not supposed to be here. The world views a stage IV glioblastoma diagnosis as a death sentence, but I'm living proof that a different outcome could be possible thanks to this clinical research."
$NWBO
$SMCI | Long Thesis
- sells the AI server racks everyone needs: NVIDIA/AMD GPU systems, liquid cooling storage, full data center building-blocks
- pushing hard into DCBBS, NVIDIA Blackwell, AMD Helios and full stack AI infra
- Verda (leading EU AI cloud provider) selected SMCI’s liquid-cooled NVIDIA Blackwell systems for AI cloud infra across Europe (May 27 2026)
- showcasing a next-gen AMD Helios 72-GPU rack scale platform, targeting large-scale AI training and inference (June 01 2026)
- founder-led since 1993, broader team looks good too. what’s negative about management seems to be compliance perception and financial-control credibility
- low margins, heavy working-capital, competition and negative FCF = bear case. there’s also an export issue with a legal/compliance overhang but I don’t think of it as something to consider for a trade
- 16% short interest as of May 15
- broke out of the down trend with above-average volume, pullback towards $40-$42 would be a good entry, will update later
I think it will follow $DELL and $HPE , I like their business more as a whole but SMCI has more torque and faster growth.
Integration plays seem to be working these days
NFA / DYOR
Super Micro $SMCI announced a new class of AI-centric solutions featuring Arm $ARM AGI CPUs.
The company said the increasing compute demands of modern agentic AI require a new class of rack-scale infrastructure that maximizes compute performance within the power envelopes and physical footprints of enterprise data centers.
Supermicro's new solutions are built to support the growth of agentic AI.
Braelyn Hollensbee was diagnosed with aggressive brain cancer in 2025.
She and her mom just flew from the US to London, for her Leukapheresis at $NWBO's new dedicated clinic. She's already finished proton radiation. Her tumor lysate mfg already started at Advent.
This is the infrastructure in motion. Patients are showing up. Hope is being restored.
Braelyn, you got this.
https://t.co/cXLOgRcEt1