The Financial Post reports in its Wednesday, March 27, edition that Nvidia's rally since the start of 2023 has been so sudden and strong that even bullish investors are raising concerns about how much room its shares have left to run. A Bloomberg dispatch to the Post reports that while Nvidia's profit and revenue growth are real, and sentiment on Wall Street remains overwhelmingly upbeat, run-ups of this magnitude tend to capture years of profit growth that have not yet been delivered. The stock has become one of the largest in the world, adding $2-trillion (U.S.) in value over the past 15 months. Bleakley Financial Group's Peter Boockvar says a move such as this pulls "forward many years of future returns in a very condensed period of time." He adds that fundamentals take a back seat and trading becomes fraught. There are few signs that demand for Nvidia's chips is slowing, but the semiconductor industry is notorious for its boom-and-bust cycles. At the end of 2023, Microsoft, Meta, Amazon and Alphabet accounted for more than a third of Nvidia's revenue. A slowdown in buying by these four companies would result in a revenue hit for Nvidia and a recalibration of growth estimates that would likely roil the stock.