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SEGMENT INFORMATION - Schedule of Reconciliation (Details) - USD ($)
$ in Thousands
3 Months Ended
Mar. 31, 2026
Mar. 31, 2025
Segment Reporting [Abstract]    
Total segment gross profit $ 314,894 $ 134,254
Costs and expenses    
General and administrative expenses 17,531 11,063
Depreciation and amortization 272 80
Operating income 297,091 123,111
Fair value changes in equity securities 5,950 (37)
Gain on sale of marketable securities 14,115 0
Interest and other income 3,192 2,049
Interest and other expense (13,242) (1,156)
Income before income taxes $ 307,106 $ 123,967