Final Trade: JCI, PPH, TOL, IBM

Group 1 - Johnson Controls is highlighted as a key player in the data center trade, particularly in electrical components [1] - The PPH ETF, which focuses on large-cap pharmaceuticals, is considered to have value in the current market [1] - Toll Brothers is identified as a strong investment opportunity in the home building sector, appealing to wealthier consumers who are more likely to make all-cash purchases [2] Group 2 - IBM is recognized as a subtle investment in AI and quantum technology, despite not receiving much credit for its contributions [2]