"Fantastic" tech earnings, showcased the most by Nvidia (NVDA), offers what Dennis Dick considers a solidifying AI trade. Marvell (MRVL) then "pulled the rug out" from under Wall Street. He explains how the dichotomy of Nvidia and Marvell's reaction showcases an interesting trading trend. He turns to software and cybersecurity by offering insight into CrowdStrike (CRWD) earnings.