📉 Iris Energy, an Australian Bitcoin mining firm, saw a 14% drop in shares after Culper Research questioned its ability to provide high-performance computing for AI. Culper's report suggested Iris' flagship buildout lacks critical features for HPC applications and noted Iris' management began selling shares in February. 🤔 Bernstein analysts refuted some claims, stating Iris hasn't announced plans to retrofit its Bitcoin mining site for AI. After the report, Iris' shares fell to $10.8 but later bounced to $11.2. What's your take on this? Let's discuss below! 👇