Qnity Electronics, spun off from DuPont, saw its stock price rise on Monday’s listing on the New York Stock Exchange. The stock quickly gained support from Jim Cramer. “We have a good position at Qnity, but not a good position,” Jim said at a Monday morning meeting. The club received 812 shares of Qnity stock, representing one for every two DuPont shares the club already owned. As of Monday, Kuniti’s weight in charitable trusts was 2.04%, compared to DuPont’s weight of 1.45%. With the long-awaited spin-off with DuPont in the rearview mirror, Jim touted Qnity as a successful capture of semiconductor growth driven by the artificial intelligence boom. This is especially true now that the former electronics division is no longer bogged down by DuPont’s far-reaching operations focused on health care, water and diverse industries. However, we plan to continue holding the remaining DuPont shares for the time being. Q 5D Mountain Qnity Electronics began trading on Monday, November 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 related to the semiconductor industry. Qnity makes chemicals and materials used to make semiconductors used to power everything from smartphones to AI data centers. Qnity predicts that the global semiconductor market will skyrocket from the current $740 billion to $1.3 trillion by 2030. A big reason for this growth is the need to build and renovate data centers to run heavy AI workloads. Big tech companies are pouring billions into AI infrastructure, which should send more and more business to companies like Qnity. Qnity CEO John Kemp told CNBC on Monday that the company already derives about 15% of its revenue from AI data centers. He also mentioned other markets such as high-performance computing, robotics, autonomous driving, and factory automation, explaining that “we are at the intersection of transformative trends that are beginning to transform the modern economy.” Qnity already has deep partnerships with tech giants like fellow club owner Nvidia, chipmaker Taiwan Semi and consumer electronics giant Samsung. “We’re in a very good position to supply the chips that power the modern economy,” Kemp said in a Squawk on the Street interview with Jim. Qnity plans to provide a business update after the final bell on Thursday. Wall Street analysts also like what they’re saying about Qnity. In fact, analysts at BMO Capital Markets, KeyBank, and RBC Capital all initiated coverage on the stock last week with buy-equivalent ratings. Wolf Research followed suit on Monday, rating the stock a buy with a price target of $110. All of this together makes Qnity a great name to help ride the wave of unprecedented growth in broader generative AI and semiconductors. “This is a very important deal for people who are looking for new ways to play all the things we always talk about,” Jim said Monday. Qnity shares rose more than 2% in their debut Monday, closing at about $97 each. DuPont shares were adjusted lower to reflect the split, but rose nearly 2%. Jeff Marks, director of portfolio analysis, wrote in the homestretch on Monday that the club plans to announce its Kuniti price target and the remaining DuPont price targets in the coming days. We’ll know more about the situation after DuPont reports its earnings Thursday morning and Qnity updates investors Thursday evening. DD YTD Mountain DuPont YTD (The Jim Cramer Charitable Trust is Long Q, DD, NVDA. See here for a complete list of stocks.) As a subscriber to Jim Cramer’s CNBC Investment Club, you will receive trade alerts before Jim makes a trade. After Jim sends a trade alert, he waits 45 minutes before buying or selling stocks in his charitable trust’s portfolio. If Jim talks about a stock on CNBC TV, he will issue a trade alert and then wait 72 hours before executing the trade. The above investment club information is subject to our Terms of Use and Privacy Policy, along with our disclaimer. No fiduciary duties or obligations exist or arise from your receipt of information provided in connection with the Investment Club. No specific results or benefits are guaranteed.
