Nansen CEO Alex Svanevik said he has turned bullish on Apple again and laid out five reasons behind that view: improving Siri performance, the rise of on-device AI inference, the choice of a new CEO, Apple’s cash flow strength, and the company’s brand value. He said Siri in the iOS 27 beta has improved noticeably and that Apple’s search efforts are finally showing progress, even if the product is still short of where it ultimately needs to be. In his view, smaller AI models could work in Apple’s favor because they make high-quality on-device inference more realistic, which would allow AI models to run locally on Apple hardware with gains in privacy protection and response speed. Svanevik also pointed to John Ternus as a CEO candidate with a hardware background, saying that aligns with a future in which Apple should keep leaning into its hardware advantage. He added that Apple’s ability to generate strong free cash flow and maintain one of the most valuable brands in technology remains central to its long-term case.
Odaily reported that Nansen CEO Alex Svanevik said he is turning bullish on Apple again, setting out five reasons for the shift: better Siri performance, the development of on-device AI inference, the choice of a new CEO, cash flow strength, and brand value.
Svanevik said Siri in the iOS 27 beta has improved noticeably, and Apple’s search function is finally making progress. He said the product still has not fully reached its target, but added that it is “moving in the right direction.”
He also said the advance of smaller AI models could be a major positive for Apple. In his view, users may eventually get high-quality on-device AI inference, with AI models running directly on local devices rather than through remote processing. That, he said, would improve privacy protection and response speed.
On management, Svanevik pointed to John Ternus as Apple’s new CEO candidate and said his hardware background fits a future in which the company should keep strengthening its hardware advantage.
Svanevik also cited Apple’s continued ability to generate strong free cash flow and its still-leading brand influence in the technology sector as key support for the company’s long-term value. He said Apple could see new growth opportunities as AI capabilities are gradually integrated into its ecosystem.
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