Chris Versace gives his takeaways from Qualcomm (QCOM) earnings. He’s looking for more adoption of A.I. in PCs and cars and wants less reliance on Apple (AAPL). He also looks at Alphabet (GOOGL) sinking after earnings. “From a pick and shovel perspective,” Nvidia (NVDA) and Marvell (MRVL) will be the winners in this A.I. space, he says.