Super Micro stock continues to slide after the AI company delayed the filing of its quarterly results, which could cause a delisting from the Nasdaq. Here's why.

As a software company, Palantir has best-in-class gross margins above 80%. This has enabled the company to expand its operating margin to around 12% over the past 12 months and 16% last quarter. As we will see, looking at Super Micro Computer can't compete with Palantir when it comes to the unit economics of its business.