QR Pulse
EODPrior session close· …
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QR Pulse · qrpulse.org · 2026-08-05 · Independent research · Capital-growth mandate (small book)

PHYSICAL AI DESKSim-to-real · Compute bridge · Sensing stack

Tape
NDX −10% correction
Quantum 1-mo
−24 to −39%
Valuation
CAPE 41 (2nd >40)
Layoffs '26 YTD
205,832 · 54% AI
Fed
No cut priced till '27

Jul 30 desk · Aug 5 2026 John drops (GROOT · lockups · IPO tab)