"We are so early" in the A.I. trade, according to Steven Dickens. He notes concentration risk even in A.I. giants like Nvidia (NVDA), though he expects "pick and shovel" companies behind the scenes to become the greatest beneficiaries. Steven considers Cisco (CSCO), HP Enterprise (HPE), Lenovo (LNVGY) and IBM Corp. (IBM) among the stocks to watch in the new year.