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NET INCOME PER SHARE - Numerator and Denominator of Basic and Diluted (Details) - USD ($) $ / shares in Units, shares in Thousands, $ in Thousands	3 Months Ended				6 Months Ended
	Jun. 30, 2026	Mar. 31, 2026	Jun. 30, 2025	Mar. 31, 2025	Jun. 30, 2026	Jun. 30, 2025
Numerator
Net income	$ 116,372	$ 75,329	$ 180,568	$ 115,602	$ 191,701	$ 296,170
Weighted-average shares outstanding:
Basic (in shares)	25,831		25,917		25,776	25,829
Diluted (in shares)	34,260		33,725		34,770	33,615
Earnings per share:
Basic (in USD per share)	$ 4.51		$ 6.97		$ 7.44	$ 11.47
Diluted (in USD per share)	$ 3.40		$ 5.35		$ 5.51	$ 8.81
Dilutive effect of stock options and RSUs
Weighted-average shares outstanding:
Dilutive effect of stock options and RSUs (in shares)	895		1,035		966	1,154
Earnings per share:
Dilutive effect of stock options and RSUs (in USD per share)	$ (0.12)		$ (0.22)		$ (0.22)	$ (0.40)
Dilutive effect of warrants
Weighted-average shares outstanding:
Dilutive effect of warrants (in shares)	3,865		2,982		3,995	2,901
Earnings per share:
Dilutive effect of warrants (in USD per share)	$ (0.51)		$ (0.62)		$ (0.85)	$ (0.99)
Dilutive effect of convertible securities
Weighted-average shares outstanding:
Dilutive effect of convertible securities (in shares)	3,669		3,791		4,033	3,731
Earnings per share:
Dilutive effect of convertible securities (in USD per share)	$ (0.48)		$ (0.78)		$ (0.86)	$ (1.27)