iShares Semiconductor ETF vs Trade Desk Inc — how do they compare? iShares Semiconductor ETF trades at $559.95 (market cap $48.19B), while Trade Desk Inc trades at $12.02 (market cap $5.83B). The key difference: iShares Semiconductor ETF is far larger — about 8.3× Trade Desk Inc's market cap, and iShares Semiconductor ETF is trading nearer its 52-week high, Trade Desk Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold iShares Semiconductor ETF for 46 Days and Trade Desk Inc for 72 Days on average.
| SOXX | TTD | |
|---|---|---|
Market Cap | $48.19B | $5.83B |
Volume | 10,257,578 | 15,864,392 |
Sector | Sector/Thematic | Media |
52-Week High | $655.01 | $54.13 |
52-Week Low | $268.10 | $11.92 |
Typical Hold Time | 46 Days | 72 Days |
Enterprise Value | — | $4.78B |
Signals from Pluang's Aura AI — not financial advice
SOXX trades at $559.67, down 3.99% on the day but maintains a bullish technical outlook with strong moving average signals. The semiconductor ETF benefits from AI-driven demand, with Bank of America projecting the global chip market could nearly double by 2030. Recent news highlights strong September performance and ongoing institutional interest, though Michael Burry's expanded short position signals some bearish sentiment.
The outlook remains positive given structural AI growth catalysts, but investors face valuation concerns with SOXX trading at a P/E premium versus broader markets. Key risks include concentration in top holdings and potential AI development slowdowns. Wall Street maintains generally bullish ratings based on earnings growth potential.
The Trade Desk (TTD) trades at $12.08, down 0.12% on the day and showing bearish technical signals with mixed earnings performance. The company maintains strong profitability with 76.9% gross margins and 15.4% ROE, though revenue growth has slowed to 3% in 2026 projections. Recent news highlights competitive pressures from Amazon and Alphabet, with the stock down significantly from its 2024 peak.
While TTD's valuation appears attractive with low P/E and P/S ratios, investors face headwinds from slowing growth and intense competition. The consensus price target of $14.72 suggests moderate upside potential, but near-term catalysts appear limited as the company navigates market share challenges and workforce reductions.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
SOXX provides investors with exposure to U.S. companies that design, manufacture, and distribute semiconductors. It tracks the ICE Semiconductor Index, offering a targeted investment in the technology sector's foundational components, including firms that produce chips, related equipment, and services. SOXX is a key vehicle for investors seeking to capitalize on trends in artificial intelligence, 5G, and other technologies that rely heavily on advanced semiconductor technology.
Read more on SOXX →The Trade Desk Inc is engaged in providing a technology platform for ad buyers. Through its cloud-based platform ad buyers can create, manage, and optimize data-driven digital advertising campaigns across ad formats and channels, including display, video, audio, in-app, native and social, on a multitude of devices. Its products include Data Management Platform, Cross-Device Targeting, Video Advertising, Mobile Advertising, and others.
Read more on TTD →