Predictions:
The beginning will focus on Wii Fit U.
We didn't get it (or much of it?) last time on Nintendo Direct, so I expect significant time spent on Kirby Triple Deluxe and Yoshi's New Island.
I also expect an actual trailer for Yarn Yoshi, even though it will end up being a sort of 'cheat', with the game not coming out until after this spring.
Third Sonic game is revealed to be Sonic Kart Racing sequel for 3DS.
Two new unannounced games from Nintendo for the 3DS eShop. One of them designed to connect to a mobile companion app for the full experience.
Aonuma will announce that he hopes Japanese players are looking forward to LttP2, and that he wants to continue to challenge ideas about what Zelda is. After that, he'll segue into a super brief Smash trailer to reveal playable Princess Zelda.
Reggie takes a moment here to specifically mention that he'll do everything in his power to prevent X from making it out of Japan. Says that he's currently fighting NCL over this, as it just isn't a profitable investment and they don't 'get' the US and EU markets.
Another DKC:TF showcase trailer, this time showing a few gimmicks from various levels, and how all different character abilities get used.
Then we'll get some more details on Mario Kart 8, including a release date, info about a few tracks, and a trailer to go along.
Three third party games for Wii U are shown. All are multiplats, two are late ports.
Towards the end they'll brag about Miiverse 3DS, and announce another baby step forward towards an account system. After that, they'll announce a Christmas sale from tomorrow until Tuesday on the eShop, with popular any popular Mario or Zelda NES, GB, or SNES games that are up so far.
Reggie's big 'last thing' will be a collaboration with Capcom to bring Monster Hunter 4 to the West.