Compass Point has raised its price target for SharonAI Holdings Inc (SHAZ) to $110 from $90, maintaining a Buy rating and implying significant upside from its current $63.64 price. The stock is seeing bullish sentiment due to rumors of a deal with Anthropic and potential investment from NVIDIA, alongside a 19.9% ownership stake by Leopold. The author views SHAZ as a high-conviction risk/reward play, comparing its profile to IREN.