None of the above. Then again, maybe all of the above.
The experience/understanding/learning a person gains from whatever level of pressure they decide to put their tjq under has absolutely nothing to do with me. They own it. I show the forms as a means of refining the energetics and connectivity (Principles and Methods) that they've already spent months putting into the body in solo and 2-person work in the foundational training. 2-person work in the case of foundational training isn't quite testing as it's mostly cooperative, but it easily transitions into testing once the tasks each person is working at conflicts with the tasks their partner is working on. But even then, it's not anything fighty.
I don't believe in applications or techniques and I sure don't think that stuff is contained or hidden in the forms - no drilling or fixating on outcomes in the training of forms or testing. OTOH, some of the more obvious examples of sequences in the forms mimicking 'martial movement' would be BKTS, Cloud-hands, Separate Right/Left Foot, Fan-Through-Back, Shuttles...
BKTS can be like throwing a ball or spear, for example, in an overhand fashion. It could also be a punch or a glancing elbow or a jamming shoulder strike. It can be a few different kinds of throws kinda like tai otoshi, or o soto gari. Separating the feet can be a few different types of kicking, or stepping.
Every step is a kick - every kick is a step - every punch is a throw - every throw is a punch. That way of approaching taiji doesn't violate Neutrality Principle. Natural, spontaneous response...