Nansen CEO bullish on Apple: AI capabilities improvements, advantages such as cash flow, and more could drive a new round of growth

Deep Tide TechFlow message: On July 19, Nansen CEO Alex Svanevik said in a post that he is currently turning back to a bullish view of Apple, and he listed five key reasons for why he is optimistic, including improvements to Siri capabilities, the development of AI inference on the user side, the appointment of a new CEO, cash flow advantages, and brand value.

Alex Svanevik noted that Apple’s Siri experience in the iOS 27 Beta version has already improved noticeably, and the search functionality has finally made progress. While it still has not fully met its goals, it is already moving in the right direction. The development of smaller AI models will significantly benefit Apple; going forward, users are expected to gain high-quality AI inference capabilities on-device—running AI models directly on the device—thereby enhancing privacy protection and response speed. As AI capabilities gradually become integrated into Apple’s ecosystem, Apple may see new growth opportunities, while continuing to generate strong free cash flow and maintaining its leading brand influence in the technology industry—also an important support for its long-term value.