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.

Management at Super Micro Computer (NASDAQ: SMCI) gave investors a much-anticipated business update last week that did not appease investor concerns. And the company faces yet another major hurdle this week.

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.