Savvy Trades and Investments

[2morrowsGains]

CLMB, CXDO...FWIW, I've increased my CLMB position recently by 38% while the stock has been trading below $100. Using margin and not even worried about it. I know this isn't normal and I should be much more diversified (and could be way overconfident), but I can't find 2 better long term investments anywhere that fit my current comfort zone. Going to try to hold large positions in CLMB & CXDO at minimum through mid- August when they report. And probably longer. (Unless there are red flags I'm missing).
larrybaz, hweb, nelson, anyone?...Not asking to go out of your way to dig through these two companies, but if you have any thoughts (especially negatives I may be overlooking), I'd be happy to hear them.