CoreWeave stock price closed at $21.95 yesterday, down 0.8%, as broader tech stocks corrected. Traders see the 20-day moving average around $21.60 as a technical floor supporting a potential rebound. Lou Whiteman: You did hear right. Sezzle, who is a really interesting player in the buy now later space. They filed a lawsuit, antitrust lawsuit against Shopify, alleging that Shopify is engaging in monopolistic and anti-competitive practices to limit buy now pay later competition on its platform. Got to read into that to limit Sezzle. Look, I have a lot of respect for Sezzle, but I read this suit, and my reaction was, Come on, man. I don't get it. Sezzle isn't being excluded from Shopify. In fact, about 5% of Sezzle's revenue comes from Shopify. The complaint seems to be that someone other than Sezzle is the preferred by now pay later option on Shopify. Look, we'll see how it plays out. I'm not a lawyer. I'm not playing one on a podcast, but I don't think the courts should care that Shopify is a preferred vendor. Feels like this is a Sezzle's problem. For years, retailers have chosen not to take Amex cards or to charge fees if you pay in certain ways. It feels like the same thing to me here, guys. I don't see why Shopify should be stopped from basically doing what others have done, which is working with a preferred partner. You know what? I think the market agrees. The day this was announced, Shopify's stock was up, and Sezzle fell. I don't know. That's not the jury, but it is a jury, I think. CoreWeave, Inc. ( NASDAQ: CRWV ) signed a deal with Meta Platforms ( META ) to supply the latter with $14.2B worth of compute power earlier this week. The news boosted CoreWeave up as much as 15%, from $122 per share Recent fluctuations in CoreWeave stock price are largely attributed to supply chain updates affecting hardware procurement. Analysts suggest these are short-lived and could resolve before the holiday quarter.