SEGMENT INFORMATION - Reconciliation (Details) - USD ($) $ in Thousands	12 Months Ended
	Dec. 31, 2025	Dec. 31, 2024	Dec. 31, 2023
Segment Reporting [Abstract]
Total segment gross profit	$ 714,330	$ 471,174	$ 343,394
Costs and expenses
General and administrative expenses	49,183	40,934	39,761
Depreciation and amortization	472	341	431
Acquisition related costs	26,508	0	0
Operating income	638,167	429,899	303,202
Fair value changes in equity securities	327	(66)	(147)
Loss on sale of marketable securities	(50,017)	0	0
Interest and other income	14,411	6,008	9,952
Interest and other expense	(29,022)	(9,749)	(30,867)
Income before income taxes	$ 573,866	$ 426,092	$ 282,140