Qnity, spun off from DuPont nearly a year ago, makes specialized chemicals and materials that chipmakers need to manufacture semiconductors. Although shares have pulled back from their year-to-date highs, the Club holding is still up 47% in 2026. Jim Cramer wants this AI exposure in the Club's portfolio after selling Corning, and he is pleased that more analysts are starting to cover the stock. Two firms just initiated coverage with buy ratings and price targets, while the Club rates the stock buy-equivalent 1 with a $180 price target. The report includes a tour of Qnity's R&D facility outside Boston, where CEO Jon Kemp described the company's success as the 'power of shrink' and increasingly the 'power of shrink and stack'.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: 'The power of shrink' — tour the little-known $25B company that chipmakers can't live without
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