Why Jim Cramer wants to load up on more shares of this DuPont spinoff
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Qnity Electronics — now spun off from DuPont — moved higher in its public debut on the New York Stock Exchange on Monday. The stock quickly earned an endorsement from Jim Cramer. “We have a nice position in Qnity, but we don’t own enough,” Jim said during Monday’s Morning Meeting . The Club received 812 shares of Qnity, one for every two DuPont shares the Club already owned. Qnity’s weighting in the Charitable Trust is 2.04% as of Monday, compared to DuPont’s 1.45% weighting. With its long-awaited split from DuPont in the rearview mirror, Jim touted Qnity as a great play on growth in semiconductors due to the artificial intelligence boom. This is especially true now that the former electronics division is not getting bogged down by DuPont’s far-flung businesses — focusing on health care, water, and diversified industrials. We do, however, plan to keep our remaining DuPont shares for now. Q 5D mountain Qnity Electronics started trading on Monday, Nov. 3, 2025. Most of Qnity’s business is focused on providing solutions for the semiconductor market, with more than 65% of the company’s portfolio tied to the industry. Qnity makes the chemicals and materials used to produce semiconductors, which are utilized in powering everything from smartphones to AI data centers. Qnity forecasts the global market for semiconductors will surge to $1.3 trillion in 2030, up from $740 billion currently. A big reason for this growth is the need to build and retrofit data centers to run heavy AI workloads. Big tech companies are pouring billions upon billions of dollars into AI infrastructure, which should send more and more business to firms like Qnity. Qnity CEO Jon Kemp told CNBC on Monday that the company already derives roughly 15% of its sales from AI data centers. “We sit at the intersection of those transformative trends that are starting to transform the modern economy,” he explained, also citing other markets like high-performance computing, robotics, autonomous driving, and factory automation. Qnity already has deep partnerships with tech behemoths like fellow Club holding Nvidia , chip manufacturer Taiwan Semi , and consumer electronics giant Samsung. “We are really well-positioned to power the chips that power the modern economy,” Kemp said during a ” Squawk on the Street ” interview with Jim. Qnity plans to provide a business update after Thursday’s closing bell. Wall Street analysts like what they hear about Qnity, too. In fact, analysts at BMO Capital Markets, KeyBanc, and RBC Capital all started coverage of the stock with buy-equivalent ratings last week. Wolfe Research followed suit Monday, with a buy and a $110 price target. Put it all together, and this makes Qnity a great name to help ride the unprecedented wave of growth in generative AI and semiconductors, more broadly. “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 Monday. Qnity shares closed up more than 2% in Monday’s debut to around $97 each. DuPont shares, which were adjusted lower to reflect the split, rose nearly 2%. The Club plans to put out a Qnity price target and one for the remaining DuPont in the coming days, Jeff Marks, director of portfolio analysis, wrote in Monday’s Homestretch . We will get a better idea of where things stand after DuPont reports earnings Thursday morning and Qnity updates investors Thursday evening. DD YTD mountain DuPont YTD (Jim Cramer’s Charitable Trust is long Q, DD, NVDA. See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.
