Stocks and etfs are tools for making money. Similar to NVIDIA profiting by using AI like a pickaxe. If you are immersed in expectations for a specific stock, you may end up in the middle of a swamp.I also hold N in physical form, but if it doesn't work, just sell it. I wonder why you don't ride the winning horse. It's a good idea to buy CONL and PLTR straightforwardly and take profits. Do you feel too greedy? Just steadily stack up and that's all you need.