The article discusses the potential impact of artificial intelligence (AI) on the stock market and the tech industry. It highlights the growing momentum in the AI trade, with companies like Nvidia and Microsoft benefiting from the AI boom. The article also mentions Jeremy Siegel’s prediction that the S&P 500 could reach 5,000 by 2024, driven by AI and technological advancements. Key points include: 1) AI is expected to drive significant growth in the tech sector, leading to a momentum trade in AI-related stocks. 2) Nvidia and Microsoft are well-positioned to capitalize on the AI boom, with their chips and cloud services being in high demand. 3) Jeremy Siegel, a renowned finance professor, predicts the S&P 500 could surge to 5,000 by 2024, fueled by AI and technological progress. 4) The article cautions that the AI trade may be overheated and suggests investors should be selective in their investments.