Political environment may be an effect modifier of the first stage: if red-county households hold larger birthday gatherings or use fewer mitigations, a truly causal contact mechanism predicts a larger birthday-associated infection increase there than in otherwise comparable blue counties. The comparison is therefore a mechanism check for heterogeneous treatment effects.
Its interpretation requires comparable epidemic timing, baseline prevalence, demographics, urbanicity, testing, reporting, and public-health rules across the compared counties, or adequate adjustment for them. It also assumes political classification changes gathering behavior without creating a different direct birthday-to-testing or birthday-to-infection pathway. Because voting category is ecological rather than individual, interpreting the pattern as individual behavior additionally risks the ecological fallacy.