Sohn’s rising hedge fund stars pitch stocks at conference, BI reports

Kevin Salimian, a former Lone Pine investor who is launching his long-only firm, Voxel Capital in the third quarter, told the Sohn conference on Tuesday that Infineon Technologies (IFNNY) could rise 58% by the end of next year, Business Insider’s Bradley Saacks reports. Meanwhile, Zachary Datikash, a onetime lieutenant of short-seller Jim Chanos, is betting against DaVita (DVA), one of the country’s largest dialysis providers, saying that the company is well-run and profitable, but facing significant structural headwinds due to GLP-1s, while Rahul Kishore, who launched Epicenter Capital last year after eight years at Coatue, pitched Axon Enterprises (AXON), which makes tasers and body cameras worn by police.