Time to invest in anti drone stocks?

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.