Investors climbed the "wall of worry" toward all-time highs in the S&P 500 (SPX) and Nasdaq-100 (NDX) in a tech-led rally, says Kevin Mahn. He addresses reports that Nvidia (NVDA) and Micron (MU) are expected to lead to one-third of the S&P's earnings growth next year, though he sees opportunities in other corners of Wall Street. "Follow the money" in the AI trade and beyond, says Kevin, as he highlights beneficiaries he sees with significant upside in the coming years. Among the stocks he mentions: Constellation Energy (CEG), American Electric Power (AEP), and Comfort Systems (FIX).