Nansen CEO turns bullish on Apple: Five key supports include AI capabilities, hardware advantages, and cash flow

According to Odaily, Nansen CEO Alex Svanevik stated in a post that he is turning bullish on Apple again and listed five reasons for his optimism, including improved Siri capabilities, development in on-device AI inference, the new CEO choice, strong cash flow, and brand value.

Svanevik noted that Siri's experience in the iOS 27 Beta version has significantly improved, and the search function is finally making progress. While it has not fully reached its goal, it is "headed in the right direction." The development of small AI models will greatly benefit Apple. In the future, users are expected to gain high-quality on-device AI inference capabilities, allowing AI models to run locally on the device, thereby enhancing privacy protection and response speed. In addition, the new Apple CEO John Ternus has a hardware background, which aligns with Apple's future direction to further strengthen its hardware advantages.

Apple continues to generate strong free cash flow, and its leading brand influence in the technology sector remains an important support for its long-term value. As AI capabilities are gradually integrated into the Apple ecosystem, new growth opportunities may emerge.