Marvell (MRVL) will report earnings Thursday evening after Nvidia (NVDA) waved a green flag for the AI trade. Stephen Sopko explains how Marvell serves at a critical juncture of the AI trade and ways it can capitalize on earnings growth as tech evolves. He adds that the company's new partnership with Alphabet (GOOGL) offers a chance to compete with peers like Broadcom (AVGO).