FuzzyPanda

Whether you are long or short T1 Energy (TE), we think everyone can agree that US taxpayer money should NOT be going to China at all. Today we reveal internal documents from T1 Energy which prove that T1 has been funneling US Solar Tax Credits to a Chinese Co, Trina Solar. T1 has been caught red-handed, and a whistleblower provided us the receipts to prove it. T1 has been busted sending tens of millions of US Tax payer dollars to a company that the US Dept of War has recently labeled a “Chinese Military Company" See for yourself how many tens of millions of US tax payers hard earned dollars that T1 has funneled to their Chinese business partner quarterly. T1's internal financials even reveal that they are planning to keep paying out US Tax Credits to China in FY 2026 if they receive the payouts. We also uncovered that T1 Energy’s has been misleading investors about where they are licensing their IP from. They claim to be paying for IP from a new Singaporean IP partner, Evervolt. BUT internal documents show no sign at all of Evervolt. However, the books and records do show T1 Energy still accruing IP payments to Chinese partner, Trina Solar. These payments completely invalidate the FEOC lies that T1’s management has been spinning. We are short T1 Energy and think that funneling US tax dollars to China is unpatriotic and appalling.

@Twistacles_ @T1Energy no---but neither are their solar wafers 🤫, don't pay attention to that, we bought a big flag to distract you

@T1Energy was that flag made in america?

Built in America. Built for scale. Marked accordingly. 🇺🇸

@T1Energy Did fracker's send their US Tax Subsidies to 🇨🇳? We don't remember that chapter of the history books

250 years of American energy abundance 🇺🇸 Every generation built the system that moved America forward. Water. Oil. Electricity. Nuclear. Fracking. Now it’s our turn. Solar can help meet rising power demand today as we begin the next 250 years. Built in America, made for abundance.

Toby is not wrong $FRMI board adopting a 70% supermajority voting requirement to make changes to the Board in a secret meeting is F--k'ed up Current board wins=shareholders are F--ed Toby wins=Shareholders get back a CEO that likes to party & get F--ed up Grab your 🍿 & a 🍺

UK Ofgem decision only advanced a single $EOSE project today, at 65MW, the smallest one proposed. It is a DEI pick for batteries lmao. 5GW deal w frontier is a bulk of near term projections. Wonder why they didn't PR this 🤔 65MW out of 11GW submitted (0.6%), mind the gap!

@rahmbotrades so c) rehab?

@FuzzyPandaShort Scheduled post. Press release came yesterday after market close

We've heard that Toby normally starts day-drinking at ~10am So does today's PR attempt at $FRMI stock manipulation mean: a) Toby started his day early? b) Still up from last night's bender The early bird catches the worm (at the bottom of the tequila bottle)

Washington Free Beacon out with a killer article on how Trina Solar controls T1 Energy. Seems like people in Washington are well aware $TE is FEOC'ed: freebeacon.com/energy/texas-s…

@ShortsHoward 🤦‍♂️ you are just faceplanting left & right today We literally disclosed our all our positioning. You should probably click the link to the report

@FuzzyPandaShort Which fund is paying you? Why don’t you disclose those positions instead of fabricating fake CFO share sales

Whether you are long or short T1 Energy (TE), we think everyone can agree that US taxpayer money should NOT be going to China at all. Today we reveal internal documents from T1 Energy which prove that T1 has been funneling US Solar Tax Credits to a Chinese Co, Trina Solar. T1 has been caught red-handed, and a whistleblower provided us the receipts to prove it. T1 has been busted sending tens of millions of US Tax payer dollars to a company that the US Dept of War has recently labeled a “Chinese Military Company" See for yourself how many tens of millions of US tax payers hard earned dollars that T1 has funneled to their Chinese business partner quarterly. T1's internal financials even reveal that they are planning to keep paying out US Tax Credits to China in FY 2026 if they receive the payouts. We also uncovered that T1 Energy’s has been misleading investors about where they are licensing their IP from. They claim to be paying for IP from a new Singaporean IP partner, Evervolt. BUT internal documents show no sign at all of Evervolt. However, the books and records do show T1 Energy still accruing IP payments to Chinese partner, Trina Solar. These payments completely invalidate the FEOC lies that T1’s management has been spinning. We are short T1 Energy and think that funneling US tax dollars to China is unpatriotic and appalling.

@ShortsHoward 🤦‍♂️ You don’t deserve to be saved from yourself

@FuzzyPandaShort A) prove it’s real and not fabricated web address / screenshot B) prove the funds flow, it’s $ in T1’s bank account. Show me the wire

@ShortsHoward A) Spreadsheets are real - you can even see T1’s internal sharepoint server address in them B) No - that’s US tax dollars straight from your pocket to China C) quite possibly true

@FuzzyPandaShort A) you could have very easily fabricated these spreadsheets B) these very well can be legitimate payments to Trina as part of their service agreement, any tax credits T1 gets is in cash, that cash is fungible can be used to pay suppliers duh you are an idiot

Read more about $TE's China Hustle, what the whistleblower revealed to us, and see the receipts for yourself We are short $TE fuzzypandaresearch.com/t1-energy-te-w…

$TE’s CFO sold 195k shares last Friday at $8.50 Wasn’t even a 10b5-1 sale Don’t worry, it’s probably nothing

@BobbyKi07237912 fun "analysis" - Now do the part where: a) you ignore Mgmt booking >$130 revenue for Q4 in late January b) you explain why 34% of Q1 revenue actually was actually for solar panels that were never shipped/delivered. I guess mgmt forgot to disclose that + their secret warehouse

$TE Fuzzy Panda Part 3. Let’s talk about how this report was actually built. @FuzzyPandaShort disclosed they were short before they verified a single claim. Every word is written by someone whose P&L improves with every point the stock drops. That is not a footnote. That is the entire context. The evidentiary stack. Only one verifiable fact, a warehouse near the G1 factory, then an entire fraud narrative constructed on top of it. A domestic solar manufacturer scaling from 2GW to 5GW needs logistics infrastructure. Leasing overflow space near your factory during a production ramp is operations, not fraud. The leap from “undisclosed lease” to “channel stuffing scheme” is inference, not investigation. Every other major claim traces back to anonymous sources with unknown financial interests, unknown departure circumstances, and no verifiable chain of custody on the documents they provided. FP interviewed people who left a company and took their word at face value because it fit the thesis they already held. The KPMG survey walkback, the most explosive claim in the report, is one anonymous person describing a conversation they had with someone else. That is hearsay describing hearsay. FP presents it as near-fact. The Protiviti-Enron connection is a 24 year old guilt by association argument designed to trigger an emotional response, not establish evidence. KPMG issued a clean opinion on FY2025. FP’s rebuttal is that the audit was compromised. Their evidence for that is the same anonymous chain described above. This is a 5 part serialized pressure campaign timed to prevent a short squeeze from forming before the kill shot lands. Be aware of what you are reading. Long $TE

Stay tuned for Part 5: We hope you are ready to learn how $TE is funneling US tax credits to China in a future installment of "The T1 Whistleblower Series"

Whistleblowers from $TE think "you cannot trust our books whatsoever" Find out why at: fuzzypandaresearch.com/t1-energy-the-…

Part 3 of $TE Whistleblower Series: T1's "books are cooked" We uncovered: -A Secret 420k sqft warehouse where T1 stashes solar panels it claims to have sold -Consultants connected to Enron that manually adjust T1 journal entries w/out documentation -Missing 45x Tax Credits