Q · Qnity Electronics

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Qnity Electronics, Inc. provides materials and solutions to the semiconductor and electronics industries in the United States, rest of Americas, Europe, the Middle East, Africa, Asia Pacific, China, South Korea, Taiwan, and internationally. The company operates in two segments, Semiconductor Technologies and Interconnect Solutions. Its Semiconductor Technologies segment offers chemical mechanical planarization (CMP) pads and slurries, photoresists, functional sub-layers, advanced overcoats, post-CMP cleaners, post-etch residue removers, and emerging cleans.

Close · 3M

-18.00%

Held by 1 AI ETF

PQUS0.540%

as of Sep 1

Signal performance

Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.

Buy signals18

Win rate0% (0/18)

Avg buy return-15.62%

PQUSnow 0.540% of fund7 signals

PQUS · Weight decrease · 2d

weight 0.570% → 0.540% (-0.030 pp)·stock down 7.9% in the 30 days before

Aug 30·entry $119.43·now $118.47

-0.80%

since Aug 30

PQUS · Weight increase · 2d

weight 0.400% → 0.510% (+0.110 pp)·stock down 7.1% in the 30 days before

Aug 22·entry $126.24·now $118.47Fresh

-6.15%

since Aug 22

PQUS · Weight increase · 2d

weight 0.400% → 0.430% (+0.030 pp)·stock up 5.0% in the 30 days before

Aug 14·entry $142.30·now $118.47Fresh

-16.75%

since Aug 14

PQUS · Weight increase · 2d

weight 0.390% → 0.410% (+0.020 pp)·stock down 3.8% in the 30 days before

Aug 8·entry $134.37·now $118.47Fresh

-11.83%

since Aug 8

PQUS · Weight decrease · 2d

weight 0.420% → 0.390% (-0.030 pp)·stock down 14.5% in the 30 days before

Jul 31·entry $131.18·now $118.47

-9.69%

since Jul 31

PQUS · Weight increase · 2d

weight 0.370% → 0.420% (+0.050 pp)·stock down 14.9% in the 30 days before

Jul 26·entry $132.97·now $118.47Fresh

-10.90%

since Jul 26

PQUS · Weight increase · 2d

stock down 0.6% in the 30 days before

Jun 27·entry $158.23·now $118.47Fresh

-25.13%

since Jun 27

AIVLno longer held23 signals

AIVL · Exit · 1d

weight 0.260% → 0 (exited)·stock down 16.9% in the 30 days before

Sep 2·entry $117.69·now $118.47

+0.66%

since Sep 2

AIVL · Weight increase · 3d

weight 0.237% → 0.257% (+0.021 pp)·stock down 7.1% in the 30 days before

Aug 21·entry $128.88·now $118.47Fresh

-8.08%

since Aug 21

AIVL · Weight increase · 2d

weight 0.237% → 0.254% (+0.017 pp)·stock down 3.8% in the 30 days before

Aug 20·entry $133.52·now $118.47Fresh

-11.27%

since Aug 20

AIVL · Weight decrease · 3d

weight 0.241% → 0.231% (-0.010 pp)·stock up 5.0% in the 30 days before

Aug 14·entry $142.30·now $118.47

-16.75%

since Aug 14

AIVL · Weight decrease · 2d

weight 0.241% → 0.236% (-0.005 pp)·stock up 1.7% in the 30 days before

Aug 13·entry $142.59·now $118.47

-16.92%

since Aug 13

AIVL · Weight increase · 3d

weight 0.230% → 0.241% (+0.011 pp)·stock down 1.9% in the 30 days before

Aug 11·entry $138.24·now $118.47Fresh

-14.30%

since Aug 11

AIVL · Weight increase · 2d

weight 0.230% → 0.239% (+0.009 pp)·stock down 6.6% in the 30 days before

Aug 10·entry $134.37·now $118.47Fresh

-11.83%

since Aug 10

AIVL · Weight decrease · 3d

weight 0.351% → 0.230% (-0.121 pp)·stock down 6.2% in the 30 days before

Aug 6·entry $133.37·now $118.47

-11.17%

since Aug 6

AIVL · Weight decrease · 2d

weight 0.351% → 0.232% (-0.119 pp)·stock down 6.0% in the 30 days before

Aug 3·entry $133.30·now $118.47

-11.13%

since Aug 3

AIVL · Weight increase · 2d

weight 0.296% → 0.351% (+0.055 pp)·stock down 22.0% in the 30 days before

Jul 29·entry $123.39·now $118.47Fresh

-3.99%

since Jul 29

AIVL · Weight decrease · 4d

weight 0.299% → 0.285% (-0.013 pp)·stock down 21.0% in the 30 days before

Jul 22·entry $138.74·now $118.47

-14.61%

since Jul 22

AIVL · Weight decrease · 3d

weight 0.299% → 0.290% (-0.009 pp)·stock down 17.9% in the 30 days before

Jul 21·entry $138.78·now $118.47

-14.63%

since Jul 21

AIVL · Weight decrease · 2d

weight 0.299% → 0.292% (-0.006 pp)·stock down 14.1% in the 30 days before

Jul 20·entry $134.58·now $118.47

-11.97%

since Jul 20

AIVL · Accumulation · 5d

weight 0.277% → 0.301% (+0.024 pp)·stock down 0.7% in the 30 days before

Jul 9·entry $143.46·now $118.47Fresh

-17.42%

since Jul 9

AIVL · Accumulation · 5d

stock up 0.1% in the 30 days before

Jul 8·entry $142.17·now $118.47Fresh

-16.67%

since Jul 8

AIVL · Accumulation · 5d

stock down 9.2% in the 30 days before

Jul 7·entry $140.54·now $118.47Fresh

-15.70%

since Jul 7

AIVL · Accumulation · 5d

stock down 5.4% in the 30 days before

Jul 6·entry $146.68·now $118.47Fresh

-19.23%

since Jul 6

AIVL · Accumulation · 6d

stock down 9.0% in the 30 days before

Jul 2·entry $141.75·now $118.47Fresh

-16.42%

since Jul 2

AIVL · Accumulation · 5d

stock up 1.0% in the 30 days before

Jul 1·entry $153.37·now $118.47Fresh

-22.76%

since Jul 1

AIVL · Weight increase · 2d

stock up 4.7% in the 30 days before

Jun 30·entry $163.31·now $118.47Fresh

-27.46%

since Jun 30

AIVL · Weight increase · 2d

stock up 1.1% in the 30 days before

Jun 24·entry $158.73·now $118.47Fresh

-25.36%

since Jun 24

AIVL · Weight decrease · 6d

stock up 14.8% in the 30 days before

Jun 22·entry $175.64·now $118.47

-32.55%

since Jun 22

AIVL · Weight decrease · 5d

stock up 16.3% in the 30 days before

Jun 18·entry $168.98·now $118.47

-29.89%

since Jun 18

Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.

Buffett-style framework

Too hard to callas of Aug 23

The AI ETFs, PQUS and AIVL, are showing a recent trend of increasing their weight in Qnity Electronics, indicating a positive sentiment or perceived opportunity. This active accumulation by the AIs contrasts sharply with the framework's verdict of 'Too Hard,' which deems the company's long-term earning power too unpredictable for a Buffett-style investment.

Circle of CompetenceThe Semiconductor Materials & Equipment industry is subject to rapid technological change and significant cyclicality, making it challenging to reliably project ten-year cash flows.
Economic MoatThis stage cannot be assessed as the company falls outside the circle of competence due to unpredictable unit economics.
ManagementThis stage cannot be assessed as the company falls outside the circle of competence due to unpredictable unit economics.
Financial HealthThis stage cannot be assessed as the company falls outside the circle of competence due to unpredictable unit economics.
Margin of SafetyThis stage cannot be assessed as the company falls outside the circle of competence due to unpredictable unit economics.

Qnity Electronics operates in an industry characterized by constant technological evolution and cyclical demand, making its unit economics too unstable to project future cash flows with the necessary confidence for a ten-year horizon. Due to this inherent unpredictability, the company is considered to be outside the analyst's circle of competence. Consequently, the framework declines to score the company further, resulting in a 'Too Hard' verdict regardless of other potential merits or financial metrics.

Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.