The article discusses the potential upside for NVIDIA’s stock price, with analysts from Blackwell Rubin comparing the company’s upcoming product launches to Apple’s “iPhone moment” in 2024. Key points include: 1) NVIDIA is expected to release its next-generation “Blackwell” GPU architecture and “Grace” CPU in 2024, which could drive significant growth. 2) Analysts believe these products could be as transformative for NVIDIA as the iPhone was for Apple, enabling new use cases and applications. 3) The firm has a “buy” rating on NVIDIA stock and a price target of $400, implying a potential upside of over 50% from current levels. 4) NVIDIA’s dominance in AI and data center markets, along with its expanding product portfolio, position the company for continued growth and market share gains. 5) However, risks include competition from AMD and Intel, as well as potential regulatory scrutiny.