Nansen CEO turns bullish on Apple: five supports including improved AI capabilities, hardware advantages, and cash-flow composition

Odaily Planet Daily News Nansen CEO Alex Svanevik posted that he is turning bullish on Apple again, and listed five major reasons for his optimism, including improvements to Siri capabilities, the development of on-device AI inference, the appointment of a new CEO, cash flow advantages, and brand value.

Svanevik said that the Siri experience in the iOS 27 Beta has already improved significantly, and search features have finally made progress. Although it still has not fully met the goal, it is “already on the right track.” The growth of small AI models will be a major tailwind for Apple. In the future, users are expected to get high-quality on-device AI inference capabilities—running AI models directly on the device locally—thereby enhancing privacy protection and response speed. In addition, Apple’s newly appointed 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 tech industry, also serves as an important pillar supporting its long-term value. As AI capabilities gradually become integrated into Apple’s ecosystem, it may usher in new growth opportunities.