LONG $Q - Qnity Electronics

A relative value pitch | 50% upside

Getting long Qnity is a relative value trade that offers the best of two worlds → 1) exposure to growing AI capex and 2) a beneficiary of sector rotation into cyclical industries like chemicals.

With its second earnings release (4Q25) since going public set for tomorrow (02/26), now is a good time to get familiar with an underrated AI capex beneficiary that combines industry-leading growth with strong margins.

This is an update correcting an error I made earlier. Happy Reading!