Dave Nicholson breaks down notable tech earnings today including Salesforce (CRM), Snowflake (SNOW) and Marvell (MRVL). He says it's hard to think Salesforce will be on the decline long-term as they create an agentic AI platform. Dave calls Snowflake "another canary in the coal mine for agentic AI." In hardware, Dave makes the case that Marvell is in the center of the hardware trade.