Insider Monkey·2025-11-25 06:30Market Overview - The market is experiencing a state of 'exhaustion' as described by Citi's US equity strategist Scott Chronert, reflecting the challenges investors have faced throughout the year, including issues related to AI, tariffs, and summer deficits [1] - Despite these challenges, the market is up by low teens percentage-wise, indicating a tough but successful navigation for many investors [1] Valuation Insights - The market is currently at a level considered 'full value', which is based on various metrics including future earnings growth and the current rate environment [2] - For the market to see significant upward movement, future earnings growth projections need to continue to improve [2] Company-Specific Analysis: T-Mobile US Inc. (NASDAQ:TMUS) - T-Mobile has been identified as one of the best QQQ stocks with an average upside potential of 30.08% as of November 21 [7] - The company reported its best-ever total postpaid net additions, exceeding 1 million, and raised its total postpaid net additions guidance for the year to 7.2 to 7.4 million [9] - T-Mobile's revenue for the quarter was $21.96 billion, an 8.90% year-over-year increase, although it missed Street estimates by $7.29 million [9] - The company added over 500,000 customers to its 5G broadband business and raised its fiber customer net additions guidance to approximately 130,000 [10] Company-Specific Analysis: Microsoft Corporation (NASDAQ:MSFT) - Microsoft is also listed among the best QQQ stocks with an average upside potential of 34.08% as of November 21 [11] - The company announced new strategic partnerships with NVIDIA and Anthropic to scale the Claude AI model, which includes a commitment to purchase $30 billion of Microsoft Azure compute capacity [12] - Microsoft is investing up to $5 billion in Anthropic, expanding access to Claude for businesses and integrating it into its Copilot family [13]