u/BigTLoc ·
Reddit — r/investing
· June 04, 2026 at 19:37
· ⬆ 20 pts
· 💬 25 comments
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Drones are now the number one cause of casualties in Ukraine. They are also the cheapest way to kill someone, at about $800/casualty. Pretty clear that this is the way war will be conducted in the coming era and that our existing legacy defense hardware is nearly useless in defending against them.
I don't think there is a ton of money to be made in drones themselves bc they will be a commodity. However I think anti-drone tech is much harder to commoditize bc it involves multiple layers of systems and advanced software and sensors. In the future I imagine every military base, airport, sports stadium, office tower will want some sort of anti-drone protection.
Looking at AVAV, LASR, ASX: DRO and some others based on this thesis. The defense sector got frothy last year but dropped a lot around October. They seem to be picking up steam again.