Musk has been able to play off Tesla's struggles for over a year now because the stock has been astonishingly resilient. Neither political gaffe nor falling deliveries has knocked Tesla off its upward trajectory, but Monday's selloff may be a sign of a changing sentiment.

Shares of Rocket Lab Corp. ended Monday’s session up 9% amid the ongoing clash between President Donald Trump and SpaceX Chief Executive Elon Musk.

Dan Ives, an analyst with Wedbush, wrote that Musk's continued push into politics is "exactly the opposite direction" investors want to see.