Trivariate upgrades the entire tech sector citing "extreme earnings strength" the exact same week Eric Swalwell's sexual misconduct resignation triggers rare House Ethics comments. The timing is beautifully absurd — analysts pump GOOG and NVDA on rock-solid fundamentals while Congress desperately weaponizes tech regulation as distraction theater. [FACT] GOOG delivered revenue with net income, while NVDA posted revenue with net income.

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