Google (GOOG) reported last night and, for those too obsessed with the EU to notice, the numbers were huge. The company reported non-GAAP of $9.72, a buck ahead of the Street, on revenue growth that was a staggering 37% above last year's third quarter. More importantly, Google kicked arse in emerging markets and mobile, justifying its pending $12.5B purchase of Motorola Mobility (MMI) and allaying fears that weakness in emerging markets would sink search.

It was Google's performance internationally that most impressed Jon Najarian, co-founder of tradeMONSTER.com. Describing Goog's quarter as "phenomenal," Najarian sees the company's global growth as evidence of its ability to monetize products other than search. With revenues in mobile picking up, and MMI's patents presumably securing Android's future, Najarian says Goog remains a buy despite the gap higher that's being digested as I type.

Google isn't the only company getting giddy over mobile. Najarian is going retro by playing the chip space via Cypress (CY), Intel (INTC) and Triquent (TQNT). The latter was up a staggering 24% yesterday after a couple of "smart guys… broke open an iPhone 4S and found two TriQuint chips inside," according to Najarian.

TriQuint is "still, to me, attractive because the upside is probably over $10 by the end of the year," says Najarian. The fact that my friend owns TriQuint makes me wonder about that price target; even a great trader can fall too deeply in love with a stock that makes him (or her) over 20% in a day.

Speaking of the iPhone 4S release and guys who freely talk their book and tend to fall in love with stocks that make them money, I had to get Najarian's thoughts on Apple (AAPL). I've got a position in the name, which I say by way of disclosure and an explanation for the shameless softball questions I lobbed Najarian.

The former Chicago Bear thinks "Apple is going to be hitting it coming up with a launch of the iPad 3 along with… probably a 2012 iPhone 5," which Najarian believes will have a totally different look and feel compared to the refresh of the iPhone 4S.

The gains in tech over the last couple weeks have been entirely too impressive and nothing goes up in a straight line for long. That said, when bear markets turn, traders and asset allocators turn to tech. In a brutal year for hedge funds, it's not completely insane to think the potential for a year-end bull run could be centered on high-beta boys like TriQuint (which I wouldn't buy here with Najarian's money… no offense) and stalwarts like Google and Apple.

At least that's the way I'm playing it. We want to know what you're doing. Keep the conversation going in the comment section below.