The acquisition of Bayou Steel ( BYAU) shows the sector is ripe for consolidation, Jim Cramer said on CNBC's "Stop Trading" segment Friday. Names such as AK Steel ( AKS), U.S. Steel ( X) and Wheeling Pittsburgh ( WPSC) are possible benficiaries. "You could wake up on Monday and any one of these could see a bid -- they're just too cheap," Cramer said. "I see more upside coming." Copper is another hot spot, with names like Southern Copper ( PCU) poised to benefit. Regarding a filing by Carl Icahn in which the billionaire investor said he might oppose the acquisition of Lexar ( LEXR) by Micron ( MU), Cramer said Icahn "should just be glad he got a bid and move on." Lexar "just has not figured it out at all," businesswise. Cramer again praised brokerages Goldman Sachs ( GS), Lehman Brothers ( LEH) and Bear Stearns ( BSC), this time citing the federal government raising its debt ceiling. "When the government raises the ceiling on how much it can borrow, you should be thinking bond-trading," an area in which all three are powerhouses, Cramer said. Cramer also said Newell Rubbermaid ( NWL) could go to "$28 or $29 in the near future," thanks to new management.