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8-K ·Filed May 21, 2026

AGAE

All In FutureTech Alliance, Inc.
BEARISH
Impact 7/10
Horizonweeks Processed5mo ago SEC0001213900-26-060267
8-K context-dependent: Items 3.01, 7.01
Actionable Insight ▼ Bearish

The filing of the FY2025 10-K removes one of two delinquency triggers, but the Q1 2026 10-Q remains outstanding. Monitor for the Q1 10-Q filing and any Nasdaq Hearings Panel decision. The strategic pivot to AI infrastructure is speculative and provides no near-term fundamental support. The stock is highly volatile and subject to delisting risk — position sizing should reflect binary outcome risk.

DirectionBearish
Confidencehigh
Horizonweeks
Latest settled — T+20d ⚠ clustered
AGAE ▼ -31.75% at T+20d
SHORT call ✓ call won +31.75% · α vs SPY +30.33% · entry $3.53 → $2.41
Next anchor: T+60d due 2mo ago
Entry = T+0 close
May 22, 2026
via day close
T+1d
+4.47%
call -4.47% · α -3.81%
$3.69
settled 5mo ago
T+5d
-14.17%
call +14.17% · α +15.90%
$3.03
settled 5mo ago
T+20d
-31.75%
call +31.75% · α +30.33%
$2.41
settled 4mo ago
T+60d
Pending
due 2mo ago

Price Chart

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Executive Summary

All In FutureTech Alliance (AGAE) received a Nasdaq delisting notice on May 19, 2026, for failing to timely file its Q1 2026 10-Q and remaining delinquent on its FY2025 10-K. Concurrently, the company announced it has now filed the overdue 2025 Annual Report and is working to file the Q1 2026 10-Q, while pursuing a strategic transformation into an AI-focused infrastructure platform. The delisting risk is partially mitigated by the filing progress, but the company remains in a precarious compliance position.

Key Facts

  • Nasdaq notified AGAE on May 19, 2026, of non-compliance with Listing Rule 5250(c)(1) due to late filing of Q1 2026 10-Q and continued delinquency on FY2025 10-K.
  • The company filed its FY2025 10-K on May 21, 2026, the same day as the press release, and stated the Q1 2026 10-Q is in preparation.
  • The delisting notice has no immediate effect on trading, but the company must regain compliance through the Nasdaq Hearings Panel process.
  • CEO James Li announced a strategic transformation toward an 'AI-powered fiber-optic infrastructure platform' and 'AI application ecosystem.'
  • Market cap is approximately $23M; analyst consensus is 0% bullish (0 Strong Buy, 3 Hold, 1 Sell, 2 Strong Sell).

Financial Impact

No specific financial figures provided in the filing. The delisting risk and delayed filings create significant uncertainty around the company's ability to raise capital or maintain institutional investor confidence.

revenueepsdebtdilution

Risk Factors

  • Failure to file the Q1 2026 10-Q within the Nasdaq grace period could lead to actual delisting, severely impairing liquidity and institutional ownership.
  • The strategic transformation into AI infrastructure is unproven and capital-intensive; the company may need dilutive financing to execute.
  • The company has a history of late filings and name changes (formerly Allied Gaming & Entertainment, Allied Esports, Black Ridge Acquisition), raising governance concerns.
  • Analyst consensus is overwhelmingly bearish (0% bullish), indicating low Street confidence.

Market Snapshot

Exchange
Nasdaq
Sector
Services-Amusement & Recreation Services
Analyst Consensus
0% bullish (6 analysts)

Investment Themes

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001213900-26-060267
Document: ea029195501ex99-1.htm0001213900-26-060267
Document: 0001213900-26-060267-index-headers.html0001213900-26-060267
Document: 0001213900-26-060267-index.html0001213900-26-060267
Document: 0001213900-26-060267.txt0001213900-26-060267
16 reports for AGAE
Performance horizon
100% Hit rate @ T+20 4 of 4 directional calls Went positive at some point 4 of 4 best @ T+20▲ +31.75%May 22, 2026
Filters
Rows
Reports for AGAE — sortable, filterable
TypeNow
Jun 6, 2026
20w ago
Press Release
NEUTRAL ★ 3/10
$2.10 $2.24▲ +6.70%▲ +5.29%—
Jun 5, 2026
20w ago
8-K
NEUTRAL ★ 5/10
$2.07 $2.24▲ +7.96%▲ +5.84%—
May 26, 2026
21w ago
Press Release
MIXED ★ 6/10
$3.69 $2.39▼ −35.21%▼ −33.15%—
May 26, 2026
21w ago
DEFA14A
NEUTRAL ★ 5/10
$3.69 $2.39▼ −35.21%▼ −33.15%—
May 26, 2026
21w ago
8-K
MIXED ★ 7/10
$3.69 $2.39▼ −35.21%▼ −33.15%—
May 22, 2026
22w ago
Press Release
NEUTRAL ★ 6/10
$3.69 $2.39▼ −35.21%▼ −33.15%—
May 22, 2026
22w ago
Press Release
BEARISH ★ 8/10
$3.53 $2.41▲ +31.75%▲ +30.33%—
May 21, 2026
22w ago
Press Release
NEUTRAL ★ 4/10
$3.53 $2.41▼ −31.75%▼ −30.33%—
May 21, 2026
22w ago
8-K
BEARISH ★ 7/10
$3.53 $2.41▲ +31.75%▲ +30.33%—
May 20, 2026
22w ago
8-K
NEUTRAL ★ 3/10
$2.97 $2.41▼ −18.97%▼ −19.97%—
Showing 10 of 16

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Report published May 22, 2026