I know I said earlier I'm good with waiting on spec, but there's a couple things to note.
Considering Orlando's relationship with Netflix, I think it's a fairly safe bet that another Netflix show will be featured at the event. I'm not sensing anything that would suggest otherwise. Now as for what property, well let's rip the band-aid off first.
Squid Game. Great show! But does it fit at HHN? Absolutely Not.
This isn't some silly "It's not scary" gatekeeping of the event, I'm looking at what content there is to possibly use at the event and there's a severe lack of it. Definitely not enough for a house, and as others have said if it was a scare zone, it would be Seek & Destroy which wasn't very well received.
For me there's really two Netflix properties which have a really good chance of being used. One is Fear Street, which unlike Squid Game has a treasure trove of content to work with, so much so that it could easily be a MegaHouse to cover the whole trilogy. The other one is a return to Stranger Things, as that's been at the event before and it was a big merch and crowd-drawing IP, several factors that the higher ups really like!
Another safe bet is something Chucky related. To say that he's a Merch-Monster is a understatement, as you couldn't walk very far without seeing several people wearing a Chucky shirt at HHN 30. Add in the photo booth in 30 to promote the new series which is doing very well, and the fact that Don Mancini is also very fine with HHN, it would be the shock of the century if there *ISN'T* anything Chucky related at 31.
Also, some more Universal Monsters. Yet another Merch-Monster and one that's very close to the companies/A&D's hearts. As Bride of Frankenstein Lives showed, they can take fun directions with the monsters. Be it sequels to movies, "What If?.." kind of scenarios, there's a ton of possibilities for each monster they have be it separately or paired up in some fashion.
Finally, on the subject of Nope. For me that's a wait and see what the content of the film is. If the content is a bit more charged like GET OUT, then that would be a literal NOPE. However if it's more general horror like US, then it's a YUP.