In early February, as the furor around Elon Musk and DOGE's remaking of the federal government began to swell on the left, Democratic Rep. Julie Johnson sold off her Tesla stock. The Texas Democrat wasn't trying to make a statement.

Tesla is the only major automaker that builds the cars it sells in the U.S., in the U.S. Whether you call it chaos or strategy, President Trump’s tariffs are redrawing the map of the auto industry in real time.