NewIncluded with every Sensei News membership

Introducing Sensei Desk.

The newsletter you read every weekday now comes with its own research desk. Look up a US-listed company and see 15 years of its accounts drawn as charts, with a score for the shape of the business, beside economic data, market calendars and a net worth tracker. Included with membership, at no extra cost.

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Company DeskNvidiaNVDA · NasdaqCompounder 83/100
Nvidia's Sensei score on the Company Desk: Compounder, 83 out of 100, strong figures, based on the last 12 months to 26 July 2026, with its five pillars drawn as a radar: valuation 52, profitability 100, growth 50, resilience 92 and self-funding 89.
Nvidia's revenue over time: $4.0bn in FY2012, $26.9bn in FY2022, $60.9bn in FY2024 and $216bn in FY2026, up 65% on the year before, with the analysts' estimates for FY2027 and FY2028 drawn as striped bars reaching $687bn.
What analysts expect for Nvidia: an average 12-month price target of $341 from 23 targets, 56% above the $218.36 close on 10 September 2026, and earnings per share of $2.47 for the quarter to 26 October 2026, $9.26 for FY2027 and $15.70 for FY2028, on revenue of $109bn, $409bn and $687bn.
Nvidia on the Company Desk, as a member sees it on 11 September 2026
5,000+US-listed companies with their accounts on the desk
15 yearsof accounts and share prices on each company
60economic figures, from official sources
0adverts, sponsors or referral links
Where Nvidia's revenue went in the quarter to July 2026, drawn as flows: 62 cents kept as profit for every $1 of revenue. $96.2bn of revenue splits into $24.1bn cost of revenue and $72.1bn gross profit; $7.1bn on research and development and $1.4bn on selling, general and admin leave $63.7bn operating income; $7.8bn of other income comes in, $11.8bn of tax goes out, and $59.7bn is net income.
Where the money went · revenue down to net income, the quarter to July 2026
Nvidia's revenue by quarter over five years, from $7.1bn in Q3 of FY2022 to $96.2bn in Q2 of FY2027, the quarter to July 2026, up 106% on a year earlier. Beside it, the year to FY2026: $216bn of revenue, up 65%, a 71% gross margin, a 60% operating margin, $120bn of net profit and $4.90 of earnings per share.
Revenue · quarter by quarter over five years, beside the full year
Nvidia's margins from FY2012 to FY2026 as three lines. Of each $1 of sales in FY2026, 71 cents was left after the cost of what was sold, 60 cents after running costs and 56 cents after tax and everything else, against 51, 16 and 15 cents in FY2012.
Margins · what is kept of each $1 of sales, FY2012 to FY2026
Nvidia's balance sheet to 26 July 2026: net cash of $31.0bn, with debt of $38.4bn against $69.3bn of cash and short-term investments. It owns $117bn of cash and investments, $63.1bn owed by customers, $31.6bn of inventory, $19.7bn of property and equipment, $24.1bn of goodwill and intangibles and $64.6bn of other assets; suppliers are owed $15.1bn, with $38.4bn of debt, $5.5bn of leases, $32.4bn of other liabilities and $229bn of shareholders' equity.
Balance sheet · what it owns, and who has a claim on it, to July 2026
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The desk · 01 · Company Desk

Type a ticker. See the whole company.

The Company Desk draws a US-listed company's accounts and share price as charts: revenue and profit, margins, cash and debt, dividends, the share count, and how the shares have done against the market.

Each chapter opens with one plain sentence on what the figures show, and most companies get a one-word score for the shape of the business.

5,000+ US-listed companies with their accounts
15 years of accounts and share prices on each
10 companies a month, on every plan
Every chart says the date its data runs to
Open the desk
Latest reading
3.3%
US CPI, year on year
was 3.5% in June 2026
Data to July 2026
Fed funds
3.63%
Data to 9 September 2026
US 10 year
4.83%
Data to 9 September 2026
US unemployment
4.1%
Data to August 2026
UK CPI
2.9%
Data to July 2026
UK 10 year
5.19%
Data to 9 September 2026
Brent crude
$109.51
Data to 9 September 2026

Official statistics, shown as published. This product uses the FRED® API but is not endorsed or certified by the Federal Reserve Bank of St. Louis. Source: Office for National Statistics licensed under the Open Government Licence v.3.0. Contains Bank of England data licensed under the Open Government Licence v3.0.

The desk · 02 · Economic data

The economy on one page, as it is published.

Inflation, interest rates, bond yields, jobs, growth, mortgages and house prices for the US and the UK, with the euro area alongside. Every figure comes from its official source, says the date its data runs to, and opens into its full history.

US first, then the UK and the euro area
From the BLS, the Federal Reserve, the ONS and the Bank of England
Updated as new figures are released
See the figures
The desk · 03 · Net worth tracker

Everything you own and owe, in one running total.

Type your figures once and the tracker draws the rest: what you own against what you owe, where each month's money goes, what your debts cost and when they clear, and where the total is heading thirty years out.

Your figures live in this browser. Turn on the optional backup and they are encrypted before they leave it, so we cannot read that copy.

One total for everything you own and owe
Pounds, dollars or euros, with other currencies converted
No adverts and no bank logins: you type the figures in
Start your total
Net worth trackerAn example household
£272,950Net worth · £522,200 held, £249,250 owed
In each month£3,900
Goes out£2,180
Left over£1,720

Also drawn: vehicles £14.5k, cash £8.4k and crypto £6.3k, what the debts cost each year, and how many months the savings would cover.

Morning ForecastSeptember 2026An example edition

Oil's war premium is spreading into everything else

Brent is back above $100 as strikes resume around the Strait of Hormuz. Producer prices are already feeling it, and Kevin Warsh's Fed meets on 15 and 16 September.

Brent crude$109.519 Sep
US PPI+5.4%year to August
US petrol$4.16gallon, 7 Sep
Fed funds3.63%9 Sep

Brent crude settled at $109.51 on 9 September, 53% above where it stood the day before the war began in February. The route that matters is the Strait of Hormuz: about 10 ships a day got through on 8 September, against roughly 130 before the fighting.

It is now reaching prices well beyond the pump. US producer prices rose 5.4% in the year to August, diesel rose 24.1% in the month alone, and a gallon of petrol cost $4.16 on 7 September.

How oil becomes inflation
  1. At the pump. Petrol and diesel sit in the price basket, so dearer crude reaches headline inflation within weeks.
  2. Through the supply chain. Freight, flights, farms and factories all burn fuel. Firms pass the cost on over months, and producer prices show it first.
  3. In expectations. A one-off jump fades. It becomes lasting inflation only if people expect it to last, and that is the part central banks act against.

At Jackson Hole on 28 August, Fed chair Kevin Warsh said the focus should be on prices, and that the recent rise in commodity prices "bears watching". The Fed held rates at 3.50% to 3.75% in July, with 3 of its 12 voters wanting a rise.

The full edition carries onMembers read the rest
The desk · 04 · The Morning

Out before the US opening bell, every weekday.

Every weekday before the US market opens: the stories moving markets, the numbers behind them, and what to watch next. Members can ask about each edition on the desk, and the answer starts from the research it was written from.

5 editions a week, out before the US opening bell
Markets, the economy and crypto in one read
Questions about each edition, answered on the desk
Read tomorrow's
Everything on the deskOne login
Every weekday
Today

The day's edition beside the day's economic releases and company results.

US-listed companies
Company Desk

Type a ticker. 15 years of accounts and the share price, drawn on one page.

US and UK
Economic data

Inflation, rates, jobs, growth and house prices, from the official sources.

Your money
Net worth tracker

What you own and owe in one running total, and where it is heading.

Month ahead
Earnings calendar

Who reports on which day, in UK and New York time.

Week by week
Economic calendar

The releases that move markets, and what each one measures.

Straight from the FCA register
UK short interest

Which UK companies funds are betting against, every name on the register.

From SEC filings
US insider trades

What American bosses are trading in their own shares.

Yours to keep
Watchlist

The companies you follow, kept in one place.

Beyond the desk

The membership keeps going.

Everything below comes with the same one price.

The chart school · Course + 3 indicators

Read the chart. Understand the method.

The full chart analysis course, plus the 3 private TradingView indicators on your own charts: Deep Trend, Momentum Band and Trigger Alert.

Real money · Documented live

The £5,000 Portfolio Challenge.

Every trade documented as it happens, losses included, nothing deleted.

This is a documented experiment, not a recommendation to copy. I could lose all of it. Past results don't predict future results.

3 every Sunday

Sundays are a ritual.

XRP Weekly, The Week Ahead, and Sundays with Sensei live at futures open, then the private members' event.

Cheat sheets

Before every big print.

CPI, PCE, PPI, NFP, FOMC and the big one-offs, distilled to one page the night before.

Weekly

The Deep Dive.

The story the mainstream is missing, cut through properly.

Live, weekly

The Trading Post.

Chart breakdowns in real time, built from member requests.

Discord · Direct line

The community, and Sensei in your DMs.

Private channels, announcements, event replays, the stage events, and a direct line to Sensei when you need it.

The arrangement

We do it the proper way.

Most market content is paid for by somebody who is not the reader. This is not.

Never 01

No advertisers.

No sponsors, no sponsored coins, nobody paying to be written about.

Never 02

No one controls what we say.

No parent company, no fund upstairs, no PR list to keep happy.

Never 03

No referral codes.

No leveraged-trading sign-up links, no exchange sponsorships, no broker kickbacks. Ever.

Never 04

No fake trades.

Own positions are disclosed, past tense, with dates. Nothing invented, nothing backdated.

Never 05

No calls, no signals.

Price levels appear as scenarios and as things I am watching. What you do about them is your business.

Never 06

No promised returns.

No model portfolio, no hit rate, no screenshot of somebody's gains. Any number here describes something that already happened, with the date it happened on.

Your subscription is the only money coming in, which is why I can tell you a story is boring.

Membership

The whole thing, or the whole thing.

Everybody gets every edition, every desk and every perk. The only choice is how you pay, and Lifetime pays once and keeps everything built from here on.

What it costs
Monthly
Most members choose thisYearly
Lifetime
Everything includedThe newsletter, the desk, the course, the Discord and the livestreams. One login covers all of it.
$49
a month
Billed monthly.
Stop whenever you like.
$1.61 a day
$39
a month, billed yearly
Billed once a year at $468. $120 less than paying monthly for the same 12 months.
$1.28 a day
Discord members: 40% off your first year
$1,990
once
About 4 years of the yearly plan, then nothing more to pay.
 
Every weekday edition, and the Deep Dive
Yes
Yes
Yes
Every desk, and the net worth tracker
Yes
Yes
Yes
Companies you can open on the Company Desk each month
10
10
10
The chart course and 3 private indicators
Yes
Yes
Yes
XRP Weekly and The Week Ahead, every Sunday
Yes
Yes
Yes
Sundays with Sensei, live
Yes
Yes
Yes
Macro cheat sheets before the big prints
Yes
Yes
Yes
The £5,000 Portfolio Challenge, documented
Yes
Yes
Yes
Private Discord, and Sensei in your DMs
Yes
Yes
Yes
Everything built from here on
While you pay
While you pay
Always
Change your plan or cancel any time from your subscription settings.
Become a member
What other research subscriptions costChecked 11 September 2026
Real Vision RV Pro$4,999 a year
Seeking Alpha PRO$2,400 a year
Motley Fool Epic Plus$1,999 a year
MarketSurge, from Investor's Business Daily$1,499 a year
Koyfin Premium$948 a year
Value Line Smart Investor$598 a year
Sensei News, yearly, with the whole desk$468 a year

Standard prices for one person on a yearly plan, from each company's own website on the date checked. First-year offers are left out. Each service includes different things, so check what each one covers before you compare.

Fair questions

Asked honestly, answered honestly.

What is Sensei Desk?

The members' research desk that comes with Sensei News. The newsletter explains what is happening; the desk holds the data behind it: company accounts drawn as charts, economic figures, market calendars, UK short interest, US insider trades and a net worth tracker. One login, at no extra cost on top of membership.

What exactly do I get?
  • Every weekdayThe Morning Forecast, out before the US opening bell.
  • Every weekThe Deep Dive, and live chart breakdowns in The Trading Post.
  • Every SundayXRP Weekly, The Week Ahead, and Sundays with Sensei, live.
  • On the deskThe Company Desk, economic data, both market calendars, UK short interest, US insider trades, the net worth tracker and your watchlist.
  • To learnThe chart course, the 3 private TradingView indicators, and macro cheat sheets before every big print.
  • In the openThe £5,000 Portfolio Challenge, with every trade documented.
  • CommunityThe private Discord, with a direct line to Sensei in DMs.

One login, one price.

Which companies does the Company Desk cover?

Companies listed in the US: more than 5,000 of them have their accounts on the desk. Each shows 15 years of accounts and share prices, or every year a younger company has, and you can open 10 companies a month.

It covers US-listed companies only, for now. Prices may be delayed, and every chart says the date its data runs to.

Can't I find all this for free?

Much of the raw data is public. What membership pays for is the work around it: the figures gathered, dated and drawn in one place, beside a newsletter that explains what they mean, with none of it paid for by advertisers.

Is this financial advice?

No. It is research and education. Nothing here knows your circumstances, and nobody will ever tell you to buy or sell. If you want personal advice, that is a regulated adviser's job.

How does signing in work?

No password. Type your email, tap the link that arrives, and you are in. The link works for 15 minutes and you stay signed in on that device for a month.

What if I want to leave?

Cancel any time from your subscription settings, and you will not be charged again. You keep full access until the end of the period you have paid for.

Why does it cost more than a $5 newsletter?

Because a desk runs behind it every weekday, whether or not anything interesting happened. A $5 newsletter is one person rewriting the news. This publishes 5 editions a week, keeps company accounts and the economic figures up to date, and answers questions about each edition.

On the yearly plan it comes to $39 a month, and Discord members get 40% off their first year.

Do you cover crypto?

Every day, in the edition, and in XRP Weekly every Sunday. It gets the same treatment as everything else: reporting and analysis, never signals.

Tomorrow's edition is already being written.

Read it with the whole desk behind it.

Become a member