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T1 (ex-FREYR) is a US solar maker up ~120% in a month; Aschenbrenner's Situational Awareness LP took ~10M shares. Evaluate that smart-money signal against independent evidence (offtake, financing, 45X, FEOC).

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Verdict. AVOID / WAIT FOR PROOF at $5.84. No trade until filed financing, 45X monetization, or named non-Trina offtake resolves the funding and customer-quality gaps.

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T1 Energy (TE) — Axion Equity Dossier (smart-money long vs FEOC short)

Verdict. AVOID / WAIT FOR PROOF at $5.84. No trade until filed financing, 45X monetization, or named non-Trina offtake resolves the funding and customer-quality gaps.

Full published report: https://te-dossier.us-east-1.gists.org