Condensed Consolidated Statements of Cash Flows (Unaudited) - USD ($) $ in Thousands	9 Months Ended
	Sep. 30, 2025	Sep. 30, 2024
Operating activities
Net income	$ 107,764	$ 100,013
Adjustments to reconcile net income to net cash provided by operating activities:
Depreciation and amortization	36,410	11,027
Stock-based compensation	100,756	67,973
Change in fair value of liabilities	7,626	0
Net accretion on securities	(1,313)	(3,440)
Benefit from deferred taxes	(9,484)	(54,340)
Impairment of long-lived assets	531	114
Amortization of debt discount and issuance costs	2,790	0
Non-cash operating lease cost	7,905	1,875
Non-cash acquisition-related costs	4,961	0
Non-cash other	(2,129)	435
Changes in operating assets and liabilities:
Inventory	(40,103)	(26,295)
Prepaid expenses and other current assets	(54,382)	(1,535)
Other long-term assets	(5)	(47)
Accounts payable	76,098	35,052
Accrued liabilities	(41,146)	14,002
Deferred revenue	43,079	24,451
Operating lease liabilities	(664)	(1,761)
Earn-out payable	0	(2,825)
Net cash provided by operating activities	238,694	164,699
Investing activities
Purchases of investments	(713,556)	(150,595)
Maturities of investments	72,757	189,292
Proceeds from sales of investments	0	725
Investment in website development and internal-use software	(12,053)	(8,730)
Purchases of property, equipment, and intangible assets	(166,657)	(17,135)
Acquisition of businesses, net of cash acquired	(121,773)	(15,399)
Net cash used in investing activities	(941,282)	(1,842)
Financing activities
Proceeds from issuance of convertible senior notes, net of debt discount	970,000	0
Purchases of capped calls related to convertible senior notes	(47,800)	0
Proceeds from exercise of vested stock options	9,796	18,505
Payments for taxes related to net share settlement of equity awards	(94,955)	(33,096)
Proceeds from employee stock purchase plan	2,970	1,622
Payments for debt issuance costs	(3,390)	0
Repurchases of common stock	(9,479)	(78,034)
Payments for acquisition-related earn-out consideration	0	(3,190)
Net cash provided by (used in) financing activities	827,142	(94,193)
Foreign currency effect on cash and cash equivalents	(216)	191
Increase in cash, cash equivalents, and restricted cash	124,338	68,855
Cash, cash equivalents, and restricted cash at beginning of period	221,440	97,519
Cash, cash equivalents, and restricted cash at end of period	345,778	166,374
Reconciliation of cash, cash equivalents, and restricted cash
Cash and cash equivalents	345,778	165,518
Restricted cash	0	856
Total cash, cash equivalents, and restricted cash	345,778	166,374
Supplemental disclosures of cash flow information
Cash paid for taxes	23,430	3,872
Non-cash investing and financing activities
Purchases of property and equipment included in accounts payable and accrued liabilities	36,841	704
Right-of-use asset obtained in exchange for lease liability	132,837	2,174
Issuance of common stock in connection with asset acquisition	12,760	0
Common stock to be issued for asset acquisition indemnification holdback	6,380	0
Common stock issued, contingent consideration, additional consideration payable, and liabilities assumed in connection with acquisition of businesses	193,890	16,000
Issuance of common stock for acquisition-related earn-out consideration	$ 0	$ 1,396