TechFlow reports that on July 19, Nansen CEO Alex Svanevik stated in a post that he is currently turning bullish on Apple again, listing five key reasons for optimism, including improved Siri capabilities, development of on-device AI inference, new CEO candidate, cash flow advantages, and brand value.
Alex Svanevik pointed out that the Siri experience in Apple's iOS 27 Beta version has significantly improved, and search functionality has finally made progress. Although it has not fully reached the target yet, it is heading in the right direction. The development of small AI models will significantly benefit Apple. In the future, users are expected to gain high-quality on-device AI inference capabilities, meaning running AI models directly locally on the device, thereby enhancing privacy protection and response speed. As AI capabilities gradually integrate into the Apple ecosystem, Apple may usher in new growth opportunities. Meanwhile, its continued creation of strong free cash flow, as well as its leading brand influence in the tech industry, are also important supports for its long-term value.
