You say it's not knee-jerk, and yet I get the feeling that if, for example, new non-Nintendo rides/shows/lands were announced (in addition to the Fast and Furious coaster), but not a hotel, your reaction would be something like "Why aren't they building a new hotel to accommodate all these new rides/shows/lands?"
Your point on expansion is well taken -- historically, USH tends to re-skin; they don't often break ground -- but not only have we seen evidence of that changing with SNW, this park has never add an official hotel, so while it may not meet the definition of expansion in a physical sense, it is undeniably an expansion of scope, and I highly doubt they'd expand the scope in such a way that would outmatch physical expansion.
Maybe you disagree, but that's presumptuous -- and yes, knee-jerk.