Following Nvidia's (NVDA) $600 billion loss in market cap on Monday, Steven Dickens still believes chips remain strong. He thinks DeepSeek's market challenges "won't be structural long-term." Steven points to Stargate as an example of the U.S.'s strong push to fuel domestic A.I. growth. He anticipates chipmakers like Nvidia, Marvell (MRVL) and Broadcom (AVGO) to profit alongside companies like Constellation Energy (CEG).