RNG RingCentral Inc.

$RNG just wired RingEX into ChatGPT + Claude. Voice/SMS/chat data flows into the models, live on all paid plans. OrangeTheory: +50% lead response. This is the seat-model counterpunch. Human seats may shrink, but agentic usage could explode at better margins. Tape barely noticed.

$RNG been waiting for a decent pullback in the last 2 month. so here I am, 0 position watching the rally

$RNG More follow up on this short candidate research: ChatGPT says...reasons to consider short: • High P/E — RNG trades at a premium multiple relative to its revenue growth. • Weak revenue growth — single‑digit YoY growth. • EPS improvement mostly from cost cuts — not from strong top‑line expansion. • 150% rally in a short time — parabolic moves often retrace. • UCaaS sector is mature — limited TAM expansion. Reasons not to short: 1️⃣ Massive sentiment reversal RNG was priced for bankruptcy in 2023–2024 but the stock often re-rates violently even without strong fundamentals. 2️⃣ Balance sheet repair RNG reduced debt, improved cash flow, and stabilized margins. Turnaround stocks often trade on future expectations, not current EPS. 3️⃣ AI communication stack narrative Even slight AI integration (voice analytics, agent assist, transcription) can trigger a sector-wide re-rating. Investors are treating RNG like a “cheap AI communications play.” $SPY $QQQ $TWLO

$RNG nothing scientific here but this was like $415 three years ago. algos can't self delete that....

$RNG on pause after a 5.6% run over the last five sessions What's up with today's options activity We've got around $3.5M in new October sweeps, split between 78 puts and 83/81 calls All bought at the ask, zero open interest before this Flow momentum is about 38 times normal This is looking like a setup for a big move but direction is still unclear Selling premium or going heavy one way might be risky until we see where it wants to go Keep an eye on the price action for confirmation

$RNG RingCentral is scoring as the #1 software stock right now due to fundamentals AND momentum quality, tied with $PAYC

$RNG at Goldman fireside yesterday: ~half of new logos already take AI. Paid AI still just 13% of ARR, Vlad’s bar is 50%. AI cohort prints higher ARPU + NRR.