When it comes to July on Netflix, there’s one unquestionable highlight: The return of “Wet Hot American Summer,” the cult hit nostalgia piece about the last day at Camp Firewood in the summer of 1981, in the form of a prequel television series: “First Day of Camp.” Unfortunately, you have to wait until July 31 for it. Here’s more on that and other highlights arriving earlier in the month as we head into a holiday weekend perfect for streaming: