SEGMENT INFORMATION - Reconciliation (Details) - USD ($) $ in Thousands	3 Months Ended		9 Months Ended
	Sep. 30, 2025	Sep. 30, 2024	Sep. 30, 2025	Sep. 30, 2024
Segment Reporting [Abstract]
Total segment gross profit	$ 185,437	$ 129,034	$ 471,883	$ 328,736
Costs and expenses
General and administrative expenses	10,213	10,102	31,545	32,025
Depreciation and amortization	82	86	244	256
Acquisition related costs	12,798	0	12,798	0
Operating income	162,344	118,846	427,296	296,455
Fair value changes in equity securities	0	(425)	(35)	(42)
Interest and other income	6,781	626	11,544	4,410
Interest and other expense	(8,616)	(1,207)	(11,317)	(8,330)
Income before income taxes	$ 160,509	$ 117,840	$ 427,488	$ 292,493