Nansen CEO Turns Bullish on Apple: AI Improvements, Hardware Strengths, and Cash Flow Form Five Key Supports

Odaily Odaily reports that Nansen CEO Alex Svanevik has stated he is turning bullish on Apple again, outlining five key reasons, including enhanced Siri capabilities, on-device AI inference development, a new CEO candidate, cash flow advantages, and brand value.

Svanevik noted that the Siri experience on the iOS 27 Beta version has already shown significant improvement, and the search functionality is finally making progress. While it hasn't fully met its goals yet, it is "moving in the right direction." The development of small AI models will significantly benefit Apple, as users may soon gain access to high-quality on-device AI inference—running AI models directly on the device, thereby enhancing privacy and response speed. Additionally, the incoming Apple CEO, John Ternus, has a hardware background, which aligns with the direction Apple should take to further strengthen its hardware advantages.

Apple's consistent generation of strong free cash flow, along with its leading brand influence in the tech industry, also serves as crucial support for its long-term value. As AI capabilities are gradually integrated into Apple's ecosystem, it could usher in new growth opportunities.