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NET INCOME (LOSS) PER SHARE - Schedule of net income per share (Details) - USD ($)
$ / shares in Units, shares in Thousands, $ in Thousands
3 Months Ended
Mar. 31, 2024
Mar. 31, 2023
Numerator    
Net income (loss) $ 1,176,245 $ (78,896)
Less: Income allocated to participating securities (766) 0
Net income (loss) attributable to common stockholders, basic $ 1,175,479 $ (78,896)
Denominator    
Weighted-average shares of common stock used to compute net loss per share attributable to common stockholders, basic (in shares) 242,793 231,489
Net loss per share attributable to common stockholders, basic (in dollars per share) $ 4.84 $ (0.34)
Numerator    
Net income (loss) $ 1,176,245 $ (78,896)
Less: Income allocated to participating securities (697) 0
Add: Interest on convertible notes, net of tax 2,531 0
Net income (loss) attributable to common stockholders, diluted $ 1,178,079 $ (78,896)
Denominator    
Weighted-average shares of common stock used to compute net loss per share attributable to common stockholders, basic (in shares) 242,793 231,489
Convertible notes (in shares) 4,145 0
Weighted-average shares of common stock used to compute net (loss) income per share attributable to common stockholders, diluted (in shares) 267,945 231,489
Net income loss per share attributable to common stockholders, diluted (in dollars per share) $ 4.40 $ (0.34)
Stock options    
Denominator    
Weighted-average effect of potentially dilutive securities (in shares) 18,534 0
RSUs    
Denominator    
Weighted-average effect of potentially dilutive securities (in shares) 2,164 0
Restricted common stock    
Denominator    
Weighted-average effect of potentially dilutive securities (in shares) 309 0