Nansen CEO turns bullish on Apple: AI improvements, hardware advantages, and cash flow form five key pillars of support

Odaily Odaily reports that Nansen CEO Alex Svanevik has stated he is turning bullish on Apple again, listing five main reasons for his optimism, including improvements in Siri's capabilities, the development of on-device AI inference, the new CEO candidate, cash flow advantages, and brand value.

Svanevik indicated that the Siri experience in the iOS 27 Beta version has noticeably improved, and search functionality has finally made progress. While it hasn't fully met its goals yet, he believes Apple is "already on the right track." The development of small AI models will significantly benefit Apple, as users may soon gain access to high-quality on-device AI reasoning capabilities—running AI models directly on the device itself—thereby enhancing privacy protection and response speed. Furthermore, incoming Apple CEO John Ternus has a hardware background, which aligns with Apple's future direction of further strengthening its hardware advantages.

Apple's continued generation of strong free cash flow, along with its still-leading brand influence in the technology industry, are also important supports for its long-term value. As AI capabilities are gradually integrated into the Apple ecosystem, this could usher in new growth opportunities.