Svmuu News: Nansen CEO Alex Svanevik posted that he is once again turning bullish on Apple, listing five reasons for his optimism, including improvements to Siri’s capabilities, advancements in on-device AI inference, the new CEO candidate, cash flow advantages, and brand value.
Svanevik noted that the Siri experience in the iOS 27 beta has improved significantly, and progress has finally been made on search functionality. Although it has not yet fully met expectations, he said it is “already heading in the right direction.” The development of small AI models will significantly benefit Apple. In the future, users can expect high-quality on-device AI inference capabilities—that is, running AI models directly on the device—which will enhance privacy protection and response speeds. Furthermore, Apple’s new CEO, John Ternus, has a background in hardware, which aligns with the company’s strategic direction to further strengthen its hardware advantages.
Apple’s continued generation of strong free cash flow, along with its brand influence—which remains a leader in the tech industry—also serves as a key pillar of its long-term value. As AI capabilities are gradually integrated into the Apple ecosystem, the company may see new growth opportunities.