One of the last holdouts on Nvidia’s stock now predicts 78% upside. Here’s the thesis.

1. Nvidia's upgrade signals an expanding AI market and increased revenue potential. 2. HSBC predicts Nvidia's data-center revenue could reach $390 billion by 2027. 3. Analysts anticipate Nvidia's stock price may rise significantly due to strong demand. 4. China's GPU restrictions could ease, benefitting Nvidia's market position. 5. Nvidia's acquisition of Aligned Data Centers enhances its infrastructure capabilities.