[$ROKU](https://x.com/search?q=%24ROKU&src=cashtag_click) upgraded to Overweight from Neutral at Piper Sandler - raises PT to $135 from $88

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People on X complaining about Codex limits too: [https://x.com/search?q=codex%20limits&src=typed\_query&f=live](https://x.com/search?q=codex%20limits&src=typed_query&f=live)

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[$MSFT](https://x.com/search?q=%24MSFT&src=cashtag_click) 4:05 [$GOOG](https://x.com/search?q=%24GOOG&src=cashtag_click) 4:03 [$META](https://x.com/search?q=%24META&src=cashtag_click) 4:05 [$GOOGL](https://x.com/search?q=%24GOOGL&src=cashtag_click) 4:03 [$SBUX](https://x.com/search?q=%24SBUX&src=cashtag_click) 4:05 [$MELI](https://x.com/search?q=%24MELI&src=cashtag_click) 4:30 [$CMG](https://x.com/search?q=%24CMG&src=cashtag_click) 4:10 [$NOW](https://x.com/search?q=%24NOW&src=cashtag_click) 4:10 [$TMDX](https://x.com/search?q=%24TMDX&src=cashtag_click) 4:05 [$CVNA](https://x.com/search?q=%24CVNA&src=cashtag_click) 4:05 [$COKE](https://x.com/search?q=%24COKE&src=cashtag_click) 4:10 [$EBAY](https://x.com/search?q=%24EBAY&src=cashtag_click) 4:05 [$KLAC](https://x.com/search?q=%24KLAC&src=cashtag_click) 4:00 [$WOLF](https://x.com/search?q=%24WOLF&src=cashtag_click) 4:00 [$SFM](https://x.com/search?q=%24SFM&src=cashtag_click) 4:05 [$TDOC](https://x.com/search?q=%24TDOC&src=cashtag_click) 4:05 [$EQIX](https://x.com/search?q=%24EQIX&src=cashtag_click) 4:05 [$CP](https://x.com/search?q=%24CP&src=cashtag_click) 4:05 [$PSA](https://x.com/search?q=%24PSA&src=cashtag_click) 4:05 [$AEM](https://x.com/search?q=%24AEM&src=cashtag_click) 5:00 [$STAG](https://x.com/search?q=%24STAG&src=cashtag_click) 4:06

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