iShares MSCI Taiwan ETF vs Fastly Inc — how do they compare? iShares MSCI Taiwan ETF trades at $114.6 (market cap $12.74B), while Fastly Inc trades at $28.06 (market cap $4.03B). The key difference: iShares MSCI Taiwan ETF is far larger — about 3.2× Fastly Inc's market cap, and iShares MSCI Taiwan ETF is trading nearer its 52-week high, Fastly Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold iShares MSCI Taiwan ETF for 52 Days and Fastly Inc for 26 Days on average.
| EWT | FSLY | |
|---|---|---|
Market Cap | $12.74B | $4.03B |
Volume | 8,470,920 | 5,516,495 |
Sector | Broad Market / Factor | Technology |
52-Week High | $118.00 | $33.50 |
52-Week Low | $60.03 | $7.86 |
Typical Hold Time | 52 Days | 26 Days |
Enterprise Value | — | $4.09B |
Signals from Pluang's Aura AI — not financial advice
EWT, the iShares MSCI Taiwan ETF, trades at $116.24, down 1.16% on the day, with a bullish technical signal from moving averages and neutral oscillators. The ETF is heavily concentrated in Taiwan's semiconductor sector, particularly TSMC, benefiting from AI-driven demand. Recent news highlights strong institutional interest and substantial Taiwanese corporate investments in U.S. AI infrastructure, though geopolitical tensions with China present ongoing risks.
The outlook for EWT is positive due to Taiwan's pivotal role in AI and semiconductor supply chains, supported by robust capital expenditure plans from key holdings. However, elevated geopolitical risks and sector concentration require careful monitoring. Upside potential hinges on sustained AI demand, while downside risks include cross-strait tensions and global tech volatility.
Fastly (FSLY) trades at $25.28, down 0.9% on the day, amid mixed technical and fundamental signals. The stock exhibits a bullish technical trend with support near $25, while recent earnings have consistently beaten expectations. Revenue growth is robust, projected to reach $687 million in 2026, but profitability remains elusive with a net income margin of -11.8%. The company's strategic focus on AI and edge cloud infrastructure, highlighted during its recent Investor Day, fuels optimism for long-term growth.
The investment outlook for FSLY balances strong revenue expansion and AI-driven opportunities against persistent losses and insider selling. While analyst consensus leans neutral with a $28.25 price target, the stock's valuation appears stretched relative to earnings. Key risks include competitive pressures in edge computing and the need to translate top-line growth into sustainable profitability. Investors should weigh the company's growth trajectory against its current financial health.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
EWT tracks the MSCI Taiwan 25/50 Index, providing targeted exposure to large and mid-cap companies in Taiwan. It is heavily concentrated in the information technology sector, serving as a liquid instrument for investors seeking a single-country view of Taiwan's export-oriented and tech-driven economy.
Read more on EWT →Fastly operates a content delivery network, which is necessary for entities to provide faster and more reliable online content. Fastly's strategy differs from traditional CDNs, which focused on locating servers in as many locations as possible to store copies of files that consumers most use. Fastly has far fewer sites than traditional CDNs, but it houses servers in the most network-dense data centers. Instead of simply storing static content, it allows its customers to program on its platform, enabling edge computing and better service of the more dynamic content that was traditionally not well served by CDNs. Fastly gears its service to the largest, most sophisticated enterprises rather than small companies and generated about two thirds of its revenue in the United States in 2020.
Read more on FSLY →