The Barakah Brief
Your daily dose of halal wealth wisdom.
The Barakah Brief #87 | Elon Musk Drops a Surprise Curveball on Nvidia
Evghenii Musienco
Evghenii Musienco
January 23, 2026

Short Thesis

  • Tesla is signaling deeper vertical integration: New in-house chips (AI5 nearly done, AI6 underway) plus a restarted Dojo 3 effort point to a more self-reliant autonomy stack.
  • Nvidia is pushing for platform dominance beyond Tesla: "Alpamayo" positions Nvidia to power autonomy across multiple OEMs, even if Tesla stays closed-loop.
  • Market reaction reflects a valuation split: TSLA barely moved ($437.52, -0.24%) despite bold roadmap talk and a rich 209.93x forward P/E, while NVDA sold off ($180.01, -3.76%) with heavy volume and a far lower 24.22x forward P/E.