Nansen CEO is bullish on Apple: AI capabilities improving and advantages such as cash flow may drive a new round of growth

PANews July 21 news: Nansen CEO Alex Svanevik said in a post that he is currently switching back to a bullish stance on Apple, and he listed five major reasons he is optimistic, including improvements to Siri’s capabilities, the development of AI inference on the user side, the selection 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 been clearly improved, and the search function 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. In the future, users are expected to gain high-quality AI inference capabilities on the user end—running AI models directly on the device locally—thereby enhancing privacy protection and response speed. As AI capabilities are gradually integrated into Apple’s ecosystem, Apple may see new growth opportunities, while continuing to generate strong free cash flow. Its brand influence, which remains leading in the tech industry, is also an important support for its long-term value.