Jim Cramer wants to load up on more shares of this DuPont spinoff

Qnity Electronics, now spun off from DuPont, was bullish on its IPO on the New York Stock Exchange on Monday. The stock quickly received support from Jim Cramer. “We have a nice position at Qnity, but we don't have enough,” Jim said during Monday's Morning Meeting. The club received 812 Qnity shares for every two DuPont shares it already owned. Qnity's weight in the Charitable Trust was 2.04% as of Monday, while DuPont's weight was 1.45%. With his long-awaited departure from DuPont in the rearview mirror, Jim praised Qnity as a big play for growth in semiconductors due to the AI boom. That's especially true now that the former electronics division isn't bogged down by DuPont's far-flung businesses focused on healthcare, water and a variety of industries. However, we plan to hold our remaining DuPont shares for now. Q 5D mountain Qnity Electronics began trading on Monday, November 3, 2025. Much of Qnity's business focuses on providing solutions for the semiconductor market, with more than 65% of the company's portfolio tied to the industry. Qnity produces the chemicals and materials used to produce semiconductors used to power everything from smartphones to AI data centers. Qnity predicts that the global semiconductor market will grow from $740 billion currently to $1.3 trillion in 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 of dollars into AI infrastructure, which will send more and more business to firms like Qnity. Qnity CEO Jon Kemp told CNBC on Monday that the company generates about 15% of its sales from AI data centers. “We are at the intersection of transformative trends that are beginning to transform the modern economy,” he explained, touching on other markets such as high-performance computing, robotics, autonomous driving and factory automation. Qnity already has deep partnerships with tech giants such as Club owner Nvidia, chipmaker Taiwan Semi and consumer electronics giant Samsung. “We're really well positioned to power the chips that power the modern economy,” Kemp said during his “Squawk on the Street” interview with Jim. Qnity plans to provide a business update after the closing bell on Thursday. Wall Street analysts also like what they hear about Qnity. In fact, analysts at BMO Capital Markets, KeyBanc and RBC Capital began covering the stock with buy-equivalent ratings last week. Wolfe Research followed suit with a buy and $110 price target on Monday. Put it all together, Qnity becomes a great name to help support 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 the things we talk about all the time," Jim said Monday. Qnity shares closed up more than 2% at about $97 at its open on Monday. DuPont shares, adjusted lower to reflect the split, rose about 2%. The Club plans to set a price target for Qnity and a target for the remaining DuPont in the coming days, Jeff Marks, director of portfolio analysis, wrote in Monday's Homestretch. We'll 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 complete list of stocks.) When you subscribe to the CNBC Investment Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trading alert before buying or selling a stock in his charitable foundation's portfolio. If Jim talked about a stock on CNBC TV, he waits 72 hours after issuing the trading alert before executing the trade. THE ABOVE INVESTMENT CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY, TOGETHER WITH THE DISCLAIMERS. NO CIVIL OBLIGATIONS OR DUTIES EXIST OR SHALL BE RESULTING FROM YOUR RECEIVING ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTMENT CLUB. NO SPECIFIC RESULT OR PROFIT CAN BE GUARANTEED.