Qnity Electronics, newly spun off from DuPont, made a strong impression in its public debut on the New York Stock Exchange on Monday. The stock quickly caught the attention of Jim Cramer, who expressed his enthusiasm during Monday’s Morning Meeting, stating, “We have a nice position in Qnity, but we don’t own enough.”
The Club received 812 shares of Qnity, at a rate of one share for every two DuPont shares already held. As of Monday, Qnity’s weighting in the Charitable Trust stands at 2.04%, compared to DuPont’s 1.45%. With the long-awaited split from DuPont behind it, Jim highlighted Qnity as an excellent growth opportunity in the semiconductor sector, fueled by the booming artificial intelligence (AI) market.
This optimistic outlook is especially compelling now that Qnity, formerly DuPont’s electronics division, is no longer weighed down by DuPont’s diverse operations in healthcare, water, and industrials. Despite this, the Club plans to retain its remaining DuPont shares for the time being.
**Qnity Electronics: A Focus on Semiconductors**
Qnity Electronics began trading on Monday, November 3, 2025. The company is primarily focused on providing solutions for the semiconductor market, with over 65% of its portfolio tied directly to the industry. Qnity manufactures the chemicals and materials essential to semiconductor production — components that power everything from smartphones to AI data centers.
The company forecasts that the global semiconductor market will soar to $1.3 trillion by 2030, up from the current $740 billion. This surge is largely driven by the increasing need to build and upgrade data centers capable of handling heavy AI workloads. Tech giants are investing billions into AI infrastructure, creating growing opportunities for businesses like Qnity.
**Leadership Insight**
Qnity CEO Jon Kemp shared with CNBC on Monday that approximately 15% of the company’s sales already come from AI data centers. Kemp explained, “We sit at the intersection of those transformative trends that are starting to transform the modern economy.” He also pointed to other high-growth markets such as high-performance computing, robotics, autonomous driving, and factory automation.
Qnity boasts strong partnerships with major tech players, including Nvidia chip manufacturer Taiwan Semiconductor and consumer electronics giant Samsung. In a recent Squawk on the Street interview with Jim Cramer, Kemp remarked, “We are really well-positioned to power the chips that power the modern economy.”
The company plans to provide a business update following the closing bell this Thursday.
**Wall Street Reactions**
Wall Street analysts have responded positively to Qnity’s prospects. Last week, BMO Capital Markets, KeyBanc, and RBC Capital began coverage of Qnity with buy-equivalent ratings. Wolfe Research followed suit on Monday, issuing a buy rating with a $110 price target.
Considering these endorsements and the rapid growth of generative AI and the semiconductor industry, Qnity presents a compelling opportunity for investors looking to capitalize on these dynamic sectors.
“This is a very important deal for people who are looking for a new way to play all the stuff we talk about all the time,” Jim said on Monday.
**Stock Performance and Future Outlook**
Qnity shares closed Monday’s debut session up more than 2%, trading around $97 each. DuPont shares, adjusted to reflect the split, also rose nearly 2%. The Club intends to release price targets for Qnity and the remaining DuPont shares in the coming days.
Jeff Marks, Director of Portfolio Analysis, noted in Monday’s Homestretch newsletter that a clearer picture will emerge after DuPont reports earnings Thursday morning, followed by Qnity’s investor update later that evening.
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**Additional Information**
Jim Cramer’s Charitable Trust is currently long Qnity (Q), DuPont (DD), and Nvidia (NVDA). For a full list of holdings, please refer to the provided resources.
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https://www.cnbc.com/2025/11/03/jim-cramer-wants-to-load-up-on-more-shares-of-this-dupont-spinoff.html
