Super Micro Computer stock (NASDAQ: SMCI) fell by about 6% in Tuesday’s trading and remains down 54% over the past month amid significant corporate governance concerns and questions about the company’s financial reporting.

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.

Management at Super Micro Computer (SMCI -4.65%) gave investors a much-anticipated business update last week that did not appease investor concerns. And the company faces yet anot